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 |
|---|---|---|
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $7,800 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,879 |
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 | $27,403 | $56,972-51.9% | $182,532-85.0% | $65,185-58.0% |
| Participation rate | 77.5% | 66.5%+11.0pp | 78.0%-0.4pp | 70.2%+7.3pp |
| Annual return | 20.57% | 27.67%-7.1pp | 148.54%-128.0pp | 29.38%-8.8pp |
| Employer contribution / active EE | $427 | $1,615-73.6% | $4,076-89.5% | $2,177-80.4% |
| Participant deferral / active EE | $2,659 | $3,526-24.6% | $5,524-51.9% | $3,514-24.3% |
| Admin fee / account holder | $131 | $528-75.1% | $8,592-98.5% | $847-84.5% |