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 |
|---|---|---|
ATLAS FINANCIAL GROUP, LLC3 years Filed as: ATLAS FIDUCIARY SERVICES, INC Service code 27 123 N STATE ST, UNIT 1 · CONCORD, NH 03301 | Advisory (Plan) | $28,547 |
Service code 15 · EIN 88-1657710 123 N STATE STREET, UNIT 1 · CONCORD, NH 03301 | Recordkeeping | $6,375 |
Filed as: VANCE GRAY WEALTH MANAGEMENT Service code 27 128 BROADWAY · BANGOR, ME 04401 | Advisory (Plan) | $4,311 |
USA LOCAL 829 UNION2 years Filed as: USA FINANCIAL Service code 27 6020 E FULTON ST · ADA, MI 49301 | Advisory (Plan) | $66 |
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1440070 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,220 | $80,731-36.6% | $103,374-50.5% | $74,546-31.3% |
| Participation rate | 88.5% | 65.7%+22.8pp | 74.5%+14.0pp | 67.2%+21.3pp |
| Annual return | 5.73% | 27.56%-21.8pp | 24.89%-19.2pp | 1366.03%-1360.3pp |
| Employer contribution / active EE | $2,517 | $3,158-20.3% | $3,869-34.9% | $2,624-4.1% |
| Participant deferral / active EE | $7,755 | $3,860+100.9% | $5,058+53.3% | $4,347+78.4% |
| Admin fee / account holder | $431 | $2,369-81.8% | $8,394-94.9% | $1,944-77.8% |