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 CORPORATION9+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $55,194 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD · NEWPORT BEACH, CA 926602538 | Advisory (Plan) | $23,975 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 15 · EIN 87-1353108 2501 WAYZATA BOULEVARD · MINNEAPOLIS, IN 55405 | Recordkeeping | $13,035 |
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 | $26,506 | $61,272-56.7% | $149,673-82.3% | $71,457-62.9% |
| Participation rate | 99.2% | 62.5%+36.7pp | 78.8%+20.5pp | 67.9%+31.3pp |
| Annual return | 12.32% | 35.85%-23.5pp | 134.42%-122.1pp | 28.85%-16.5pp |
| Employer contribution / active EE | $4,551 | $2,378+91.4% | $4,818-5.5% | $2,588+75.9% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $193 | $1,261-84.7% | $13,210-98.5% | $1,587-87.8% |