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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,061 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 10 · EIN 33-0818667 | Accounting | $21,415 |
Filed as: VOYA RETIRE INSURANCE & ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,425 | $36,916-14.9% | $156,549-79.9% | $57,658-45.5% |
| Participation rate | 38.8% | 63.4%-24.6pp | 84.0%-45.2pp | 70.2%-31.4pp |
| Annual return | 9.46% | 12.38%-2.9pp | 32.23%-22.8pp | 5.13%+4.3pp |
| Employer contribution / active EE | $393 | $1,571-75.0% | $5,501-92.9% | $1,974-80.1% |
| Participant deferral / active EE | $1,085 | $1,926-43.7% | $4,871-77.7% | $3,061-64.5% |
| Admin fee / account holder | $228 | $82+176.2% | $13,027-98.3% | $95+141.0% |