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 CORPORATION10+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $108,828 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $67,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,977 | $46,464-7.5% | $150,298-71.4% | $79,634-46.0% |
| Participation rate | 91.7% | 57.0%+34.8pp | 77.8%+14.0pp | 62.5%+29.3pp |
| Annual return | 12.30% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.2pp |
| Employer contribution / active EE | $1,796 | $1,512+18.8% | $4,154-56.8% | $2,529-29.0% |
| Participant deferral / active EE | $2,536 | $2,157+17.6% | $5,453-53.5% | $3,835-33.9% |
| Admin fee / account holder | $252 | $891-71.7% | $14,116-98.2% | $1,002-74.9% |