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 35-0472300 | Contract Administrator | $104,860 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY Service code 27 · EIN 33-0818667 | Advisory (Plan) | $40,000 |
KMH LLP10+ years Service code 10 · EIN 42-1539623 | Accounting | $20,852 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,126 | $29,548+201.6% | $56,411+58.0% | $77,643+14.8% |
| Participation rate | 95.9% | 32.7%+63.2pp | 52.5%+43.4pp | 70.6%+25.3pp |
| Annual return | 11.96% | 19.01%-7.0pp | 1701.33%-1689.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,378 | $568+142.7% | $1,039+32.6% | $2,726-49.5% |
| Participant deferral / active EE | $5,805 | $1,061+447.2% | $1,952+197.4% | $4,647+24.9% |
| Admin fee / account holder | $106 | $1,046-89.8% | $2,829-96.2% | $430-75.3% |