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 CORPORATION5+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $65,017 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,658 |
LURIE, LLP5+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $10,185 |
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 | $20,767 | $52,953-60.8% | $172,739-88.0% | $65,185-68.1% |
| Participation rate | 91.7% | 66.2%+25.5pp | 82.6%+9.0pp | 70.2%+21.5pp |
| Annual return | 17.35% | 30.12%-12.8pp | 802.84%-785.5pp | 29.38%-12.0pp |
| Employer contribution / active EE | $3,312 | $2,190+51.2% | $5,143-35.6% | $2,177+52.1% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $192 | $472-59.3% | $13,954-98.6% | $847-77.3% |