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 |
|---|---|---|
LUCKE & ASSOCIATES CPA, L.C.2+ years Service code 10 · EIN 48-1159211 | Accounting | $6,900 |
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,716 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $36,006 | $60,349-40.3% | $74,183-51.5% | $62,891-42.7% |
| Participation rate | 77.4% | 72.7%+4.7pp | 76.6%+0.8pp | 69.3%+8.1pp |
| Annual return | 5.13% | 21.37%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $456 | $1,680-72.8% | $2,370-80.7% | $2,281-80.0% |
| Participant deferral / active EE | $1,477 | $2,856-48.3% | $3,550-58.4% | $3,203-53.9% |
| Admin fee / account holder | $93 | $4,261-97.8% | $5,586-98.3% | $4,296-97.8% |