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 CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $64,297 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,535 |
LURIE, LLP6+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $9,875 |
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 | $24,349 | $58,879-58.6% | $178,490-86.4% | $73,488-66.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 81.9%+3.8pp | 70.7%+15.0pp |
| Annual return | 11.41% | 24.86%-13.5pp | 151.07%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $3,325 | $2,236+48.7% | $5,011-33.6% | $2,270+46.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $199 | $400-50.3% | $13,984-98.6% | $513-61.2% |