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 |
|---|---|---|
PENSION PROFESSIONALS, INC.3 years Service code 13 · EIN 33-0001862 30212 TOMAS SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $14,512 |
LINCOLN NATIONAL CORPORATION3 years Service code 10 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Accounting | $690 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,113 | $213,957-71.0% | $149,696-58.5% | - |
| Participation rate | 94.4% | 79.5%+14.9pp | 82.5%+11.9pp | - |
| Annual return | 17.63% | 9.83%+7.8pp | 276.60%-259.0pp | - |
| Employer contribution / active EE | $369 | $3,868-90.5% | $4,644-92.1% | - |
| Participant deferral / active EE | $9,865 | $6,177+59.7% | $6,842+44.2% | - |
| Admin fee / account holder | $73 | $24,510-99.7% | $9,309-99.2% | - |