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 3-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 CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $328,290 |
SAGEVIEW ADVISORY GROUP, LLC3+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 13 · EIN 33-0818667 1920 MAIN ST STE 800 · IRVINE, CA 92614 | Contract Administrator | $75,182 |
Filed as: THE VARIABLE ANNUITY LIFE INSURANCE Service code 13 · EIN 74-1625348 | Contract Administrator | $5,965 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,133 | $53,136-22.6% | $155,509-73.5% | $199,593-79.4% |
| Participation rate | 94.6% | 64.1%+30.5pp | 78.2%+16.4pp | 72.0%+22.6pp |
| Annual return | 11.00% | 41.15%-30.1pp | 64.67%-53.7pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,629 | $1,851-12.0% | $4,672-65.1% | $3,034-46.3% |
| Participant deferral / active EE | $4,954 | $3,161+56.7% | $5,626-12.0% | $5,087-2.6% |
| Admin fee / account holder | $116 | $185-37.4% | $15,912-99.3% | $269-56.8% |