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 |
|---|---|---|
POLLARD & ASSOCIATES, INC.3 years Filed as: POLLARD & ASSOCIATES Service code 99 · EIN 52-0909772 | Other Fees | $17,785 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $11,708 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 26 201 INTERNATIONAL CIRCLE, SUITE 100 · HUNT VALLEY, MD 21030 | Advisory (Participants) | $9,982 |
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 | $43,143 | $119,446-63.9% | $150,045-71.2% | $85,563-49.6% |
| Participation rate | 88.1% | 75.4%+12.7pp | 82.3%+5.8pp | 66.0%+22.2pp |
| Annual return | 17.07% | 23.72%-6.7pp | 62.55%-45.5pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,494 | $4,078-63.4% | $4,693-68.2% | $2,654-43.7% |
| Participant deferral / active EE | $6,293 | $7,985-21.2% | $7,997-21.3% | $4,375+43.8% |
| Admin fee / account holder | $241 | $548-56.0% | $13,435-98.2% | $834-71.1% |