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 | $50,982-15.7% | $154,803-72.2% | $85,563-49.8% |
| Participation rate | 91.7% | 59.8%+32.0pp | 78.1%+13.7pp | 66.0%+25.8pp |
| Annual return | 12.30% | 30.35%-18.1pp | 58.88%-46.6pp | 31.51%-19.2pp |
| Employer contribution / active EE | $1,796 | $1,708+5.1% | $4,305-58.3% | $2,654-32.3% |
| Participant deferral / active EE | $2,536 | $2,474+2.5% | $5,540-54.2% | $4,375-42.0% |
| Admin fee / account holder | $252 | $846-70.2% | $14,329-98.2% | $834-69.8% |