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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $64,949 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,056 |
THE ROSE FINANCIAL GROUP LLC4 years Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 23-1655226 | Recordkeeping | $2,225 |
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 | $67,795 | $59,417+14.1% | $93,606-27.6% | $74,495-9.0% |
| Participation rate | 79.6% | 59.7%+20.0pp | 68.7%+10.9pp | 67.2%+12.4pp |
| Annual return | 13.63% | 81.83%-68.2pp | 133.20%-119.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $481 | $1,264-61.9% | $2,420-80.1% | $2,623-81.7% |
| Participant deferral / active EE | $5,227 | $3,050+71.4% | $4,411+18.5% | $4,346+20.3% |
| Admin fee / account holder | $194 | $3,021-93.6% | $8,285-97.7% | $1,942-90.0% |