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 16 · EIN 47-1411118 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Consulting | $95,878 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,106 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,758 | $46,173+94.4% | $170,442-47.3% | $69,631+28.9% |
| Participation rate | 86.3% | 63.9%+22.4pp | 83.6%+2.7pp | 70.7%+15.6pp |
| Annual return | 13.90% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $2,945 | $1,610+83.0% | $5,433-45.8% | $2,032+44.9% |
| Participant deferral / active EE | $3,937 | $2,080+89.2% | $4,939-20.3% | $3,224+22.1% |
| Admin fee / account holder | $116 | $1160% | $13,880-99.2% | $110+5.0% |