See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $198,258 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 10 · EIN 36-4291971 | Accounting | $49,500 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $15,225 |
MCAFEE & TAFT1 year Filed as: MCAFEE & TAFT APROFESSIONAL CORP Service code 27 · EIN 73-0781676 | Advisory (Plan) | $14,325 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,699 | $88,480-60.8% | $96,683-64.1% | $80,160-56.7% |
| Participation rate | 89.5% | 79.9%+9.6pp | 74.3%+15.1pp | 72.9%+16.6pp |
| Annual return | 19.47% | 22.53%-3.1pp | 35.69%-16.2pp | 40.38%-20.9pp |
| Employer contribution / active EE | $2,267 | $4,176-45.7% | $3,737-39.3% | $2,978-23.9% |
| Participant deferral / active EE | $5,342 | $3,959+34.9% | $4,878+9.5% | $5,017+6.5% |
| Admin fee / account holder | $125 | $212-41.2% | $6,730-98.1% | $145-14.0% |