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 9-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 15 · EIN 35-0145825 | Recordkeeping | $92,584 |
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 · EIN 47-1411118 | Investment Management | $0 |
Filed as: WELLTH ADVISORY SERVICES Service code 28 · EIN 99-2539506 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,395 | $55,415-32.5% | $155,509-76.0% | $74,495-49.8% |
| Participation rate | 96.0% | 61.9%+34.1pp | 78.2%+17.8pp | 67.2%+28.8pp |
| Annual return | 16.02% | 268.50%-252.5pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,173 | $2,267-48.3% | $4,672-74.9% | $2,623-55.3% |
| Participant deferral / active EE | $4,623 | $2,836+63.0% | $5,626-17.8% | $4,346+6.4% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.4% |