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 CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $71,558 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $23,224 |
LURIE, LLP7+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $9,470 |
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 | $26,295 | $61,156-57.0% | $185,823-85.8% | $79,386-66.9% |
| Participation rate | 96.4% | 66.6%+29.8pp | 81.7%+14.7pp | 70.7%+25.7pp |
| Annual return | 9.54% | 19.45%-9.9pp | 122.05%-112.5pp | 116.85%-107.3pp |
| Employer contribution / active EE | $3,915 | $2,321+68.7% | $5,167-24.2% | $2,427+61.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $210 | $710-70.3% | $16,237-98.7% | $626-66.4% |