Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: MICHAEL QUINLIVAN DBA PENSION PLANN Service code 26 301 SOUTH ELM ST STE 1008 · GREENSBORO, NC 27401 | Advisory (Participants) | $13,557 |
Service code 13 · EIN 56-2263714 | Contract Administrator | $11,221 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,003 | $44,984-37.7% | $85,009-67.1% | $74,546-62.4% |
| Participation rate | 95.9% | 49.4%+46.5pp | 67.5%+28.4pp | 67.2%+28.7pp |
| Annual return | 14.49% | 26.25%-11.8pp | 66.47%-52.0pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $1,452 | $1,458-0.4% | $2,728-46.8% | $2,624-44.7% |
| Participant deferral / active EE | $3,266 | $2,733+19.5% | $4,522-27.8% | $4,347-24.9% |
| Admin fee / account holder | $99 | $2,208-95.5% | $6,153-98.4% | $1,944-94.9% |