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 CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $239,338 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 10 · EIN 36-4291971 | Accounting | $34,250 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $15,225 |
CNI GOVERNMENT, LLC1 year Service code 38 · EIN 36-4698741 | Participant Communication | $5,326 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,895 | $241,101-82.6% | $103,333-59.5% | $199,593-79.0% |
| Participation rate | 87.0% | 78.3%+8.7pp | 74.5%+12.5pp | 72.0%+15.0pp |
| Annual return | 16.95% | 17.80%-0.8pp | 24.88%-7.9pp | 34.25%-17.3pp |
| Employer contribution / active EE | $2,398 | $4,244-43.5% | $3,868-38.0% | $3,034-21.0% |
| Participant deferral / active EE | $6,038 | $3,958+52.5% | $5,057+19.4% | $5,087+18.7% |
| Admin fee / account holder | $134 | $288-53.3% | $8,355-98.4% | $269-50.1% |