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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $64,509 |
PLANTE & MORAN, PLLC6+ years Service code 10 · EIN 38-1357951 | Accounting | $41,200 |
NEPC, LLC5 years Service code 17 · EIN 26-1429809 | Pension Consulting | $41,097 |
Service code 14 · EIN 13-2600875 | Plan Administrator | $31,565 |
FINKEL WHITEFIELD SELIK6+ years Service code 29 · EIN 38-2529039 | Legal | $20,118 |
Service code 10 · EIN 38-2388845 | Accounting | $18,192 |
ASHER KELLY1 year Service code 29 25800 NORHTWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $9,575 |
Participant contribution per participant 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 | $41,624 | $81,719-49.1% | $101,248-58.9% | $90,288-53.9% |
| Participation rate | 76.9% | 80.7%-3.8pp | 75.8%+1.1pp | 73.4%+3.6pp |
| Annual return | 15.32% | 337.64%-322.3pp | 46.47%-31.2pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,961 | $3,622-45.9% | $3,660-46.4% | $2,524-22.3% |
| Participant deferral / active EE | $1,104 | $3,310-66.6% | $4,370-74.7% | $4,232-73.9% |
| Admin fee / account holder | $218 | $162+34.5% | $5,945-96.3% | $114+91.0% |