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 | $50,982-46.2% | $154,803-82.3% | $85,563-67.9% |
| Participation rate | 71.0% | 59.8%+11.2pp | 78.1%-7.1pp | 66.0%+5.0pp |
| Annual return | 7.87% | 30.35%-22.5pp | 58.88%-51.0pp | 31.51%-23.6pp |
| Employer contribution / active EE | $628 | $1,708-63.3% | $4,305-85.4% | $2,654-76.4% |
| Participant deferral / active EE | $1,904 | $2,474-23.1% | $5,540-65.6% | $4,375-56.5% |
| Admin fee / account holder | $127 | $846-84.9% | $14,329-99.1% | $834-84.7% |