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 CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $27,571 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $10,129 |
LURIE, LLP3 years Service code 15 · EIN 41-0721434 | Recordkeeping | $4,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,783 | $85,202-62.7% | $172,739-81.6% | $72,985-56.5% |
| Participation rate | 67.5% | 70.1%-2.5pp | 82.6%-15.1pp | 69.5%-2.0pp |
| Annual return | 20.04% | 27.32%-7.3pp | 802.84%-782.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,748 | $3,324-47.4% | $5,143-66.0% | $2,440-28.3% |
| Participant deferral / active EE | $2,236 | $3,260-31.4% | $5,198-57.0% | $3,607-38.0% |
| Admin fee / account holder | $220 | $5,884-96.3% | $13,954-98.4% | $5,124-95.7% |