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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,672 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $22,070 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,434 | $46,464-41.0% | $150,298-81.7% | $79,634-65.6% |
| Participation rate | 71.0% | 57.0%+14.0pp | 77.8%-6.8pp | 62.5%+8.5pp |
| Annual return | 7.87% | 27.89%-20.0pp | 62.79%-54.9pp | 36.46%-28.6pp |
| Employer contribution / active EE | $628 | $1,512-58.5% | $4,154-84.9% | $2,529-75.2% |
| Participant deferral / active EE | $1,904 | $2,157-11.7% | $5,453-65.1% | $3,835-50.4% |
| Admin fee / account holder | $127 | $891-85.7% | $14,116-99.1% | $1,002-87.3% |