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.5 years Service code 13 · EIN 33-0001862 30212 TOMAS SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $6,185 |
LINCOLN NATIONAL CORPORATION5 years Service code 10 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Accounting | $5,779 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $2,534 |
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 | $68,093 | $82,202-17.2% | $125,339-45.7% | $64,808+5.1% |
| Participation rate | 87.9% | 77.9%+10.0pp | 82.4%+5.5pp | 71.5%+16.4pp |
| Annual return | -16.23% | 3.48%-19.7pp | 572.05%-588.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $380 | $3,615-89.5% | $4,814-92.1% | $2,506-84.8% |
| Participant deferral / active EE | $10,476 | $7,175+46.0% | $7,446+40.7% | $4,310+143.0% |
| Admin fee / account holder | $47 | $163-71.4% | $10,010-99.5% | $188-75.1% |