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 5-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 |
|---|---|---|
Filed as: SWARTZ, RESTON & CO., P.C. Service code 10 · EIN 35-1509921 | Accounting | $11,500 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,815 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,760 | $58,264-18.0% | $86,612-44.9% | $71,457-33.2% |
| Participation rate | 96.1% | 65.0%+31.1pp | 71.7%+24.4pp | 67.9%+28.1pp |
| Annual return | 13.02% | 21.63%-8.6pp | 591.07%-578.0pp | 28.85%-15.8pp |
| Employer contribution / active EE | $2,917 | $2,574+13.3% | $3,022-3.5% | $2,588+12.7% |
| Participant deferral / active EE | $3,761 | $3,436+9.5% | $4,438-15.2% | $4,289-12.3% |
| Admin fee / account holder | $38 | $1,057-96.4% | $5,614-99.3% | $1,587-97.6% |