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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $25,060 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $10,308 |
LURIE, LLP2 years Service code 15 · EIN 41-0721434 | Recordkeeping | $4,830 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,971 | $76,000-65.8% | $154,107-83.1% | $64,186-59.5% |
| Participation rate | 75.4% | 70.4%+5.0pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -6.68% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,049 | $3,351-38.9% | $5,298-61.3% | $2,381-13.9% |
| Participant deferral / active EE | $2,485 | $3,175-21.7% | $5,081-51.1% | $3,470-28.4% |
| Admin fee / account holder | $202 | $5,596-96.4% | $13,411-98.5% | $4,888-95.9% |