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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
JOHN FADELEY5 years Service code 30 · EIN 16-0336135 | Employee (plan) | $33,664 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $19,857 |
Filed as: ARCARA LENDA EUSANIO & STACEY CPAS Service code 10 · EIN 47-1793720 | Accounting | $18,304 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,114 |
ANDCO CONSULTING9 years Filed as: ANDCO CONSULTING, LLC Service code 17 · EIN 59-3676225 | Pension Consulting | $11,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,575 | $81,460-10.9% | $103,333-29.8% | $80,856-10.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 9.82% | 25.55%-15.7pp | 24.88%-15.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,276 | $3,105+37.7% | $3,868+10.5% | $2,755+55.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $685 | $6,566-89.6% | $8,355-91.8% | $6,918-90.1% |