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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT Service code 13 · EIN 76-0500416 7425 HOLLISTER ST · HOUSTON, TX 77040 | Contract Administrator | $13,361 |
LINCOLN NATIONAL CORPORATION5 years Service code 19 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Securities Custodian | $12,873 |
RILEY AND COMPANY PLLC1 year Service code 10 · EIN 76-0560371 | Accounting | $9,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,472 | $73,638-26.0% | $95,952-43.2% | $73,488-25.9% |
| Participation rate | 89.1% | 76.2%+12.9pp | 77.1%+12.0pp | 70.7%+18.4pp |
| Annual return | 14.95% | 16.78%-1.8pp | 91.61%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,929 | $1,863+110.9% | $2,541+54.6% | $2,270+73.1% |
| Participant deferral / active EE | $5,459 | $3,617+50.9% | $4,167+31.0% | $3,740+46.0% |
| Admin fee / account holder | $201 | $482-58.3% | $6,795-97.0% | $513-60.8% |