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 CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $58,734 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $24,298 |
LURIE, LLP8+ years Service code 15 · EIN 41-0721734 | Recordkeeping | $10,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,325 | $65,061-61.1% | $143,757-82.4% | $66,914-62.2% |
| Participation rate | 81.0% | 65.2%+15.8pp | 80.3%+0.7pp | 69.8%+11.2pp |
| Annual return | -15.97% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $3,240 | $2,361+37.2% | $4,951-34.6% | $2,544+27.3% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $200 | $502-60.2% | $14,673-98.6% | $593-66.4% |