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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC9 years Filed as: SAGEVIEW ADVISORY Service code 21 · EIN 33-0818667 | Bank Trustee | $38,438 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,140 | $34,932+118.0% | $56,441+34.9% | $74,546+2.1% |
| Participation rate | 68.2% | 32.9%+35.3pp | 52.5%+15.7pp | 67.2%+1.0pp |
| Annual return | 10.01% | 24.90%-14.9pp | 1704.21%-1694.2pp | 1366.03%-1356.0pp |
| Employer contribution / active EE | $1,411 | $608+132.0% | $1,039+35.8% | $2,624-46.2% |
| Participant deferral / active EE | $2,896 | $1,173+146.9% | $1,953+48.3% | $4,347-33.4% |
| Admin fee / account holder | $233 | $2,359-90.1% | $2,829-91.8% | $1,944-88.0% |