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 |
|---|---|---|
Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 | Contract Administrator | $507,313 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200,316 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS INC Service code 28 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 | Investment Management | $90,723 |
Filed as: ROSE LAW FIRM A PROFESSIONAL ASSOCI Service code 29 120 E 4TH ST · LITTLE ROCK, AR 72201 | Legal | $23,891 |
Filed as: DIGITAL PRINT & IMAGING OF LITTLE R Service code 36 902 CUMBERLAND ST · LITTLE ROCK, AR 72202 | Copying and duplicating | $22,626 |
FROST, PLLC10+ years Service code 10 · EIN 71-0817652 | Accounting | $17,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,932 | $118,972-63.9% | $89,340-51.9% | $118,972-63.9% |
| Participation rate | 95.8% | 78.0%+17.9pp | 69.6%+26.2pp | 78.0%+17.9pp |
| Annual return | 18.16% | 15.19%+3.0pp | 20.57%-2.4pp | 15.19%+3.0pp |
| Employer contribution / active EE | $3,788 | $3,776+0.3% | $2,231+69.8% | $3,776+0.3% |
| Participant deferral / active EE | $2,881 | $6,017-52.1% | $3,823-24.6% | $6,017-52.1% |
| Admin fee / account holder | $77 | $127-39.0% | $6,704-98.8% | $127-39.0% |