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 CORPORATION6 years Service code 10 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Accounting | $48,996 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,286 |
PENSION PROFESSIONALS, INC.6 years Service code 13 · EIN 33-0001862 30212 TOMAS SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $12,185 |
PRICEKUBECKA PLLC1 year Filed as: PRICEKUBEKA, PLLC Service code 10 · EIN 75-2783674 16775 ADDISON RD · ADDISON, TX 75001 | Accounting | $9,750 |
Employer contribution per participant 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 | $97,064 | $95,274+1.9% | $135,903-28.6% | $74,419+30.4% |
| Participation rate | 84.1% | 78.2%+6.0pp | 81.9%+2.2pp | 70.7%+13.4pp |
| Annual return | 19.52% | 32.77%-13.3pp | 68.23%-48.7pp | 34.38%-14.9pp |
| Employer contribution / active EE | $401 | $3,874-89.6% | $4,856-91.7% | $2,637-84.8% |
| Participant deferral / active EE | $10,861 | $7,782+39.6% | $7,758+40.0% | $4,528+139.9% |
| Admin fee / account holder | $203 | $266-23.6% | $10,762-98.1% | $348-41.5% |