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 CORPORATION2 years Service code 15 · EIN 35-0472300 | Recordkeeping | $23,094 |
WILLIAMSON CPA LLC1 year Service code 17 · EIN 27-2314415 3959 TORREY PINES BLVD · SARASOTA, FL 34238 | Pension Consulting | $4,838 |
Filed as: M2B RETIREMENT CONSULTING Service code 99 · EIN 81-3989034 101 BRADFORD RD, STE 200 · WEXFORD, PA 15090 | Other Fees | $3,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,462 | $89,652-67.1% | $141,162-79.1% | $65,185-54.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 19.02% | 32.79%-13.8pp | 71.39%-52.4pp | 29.38%-10.4pp |
| Employer contribution / active EE | $2,267 | $3,065-26.0% | $4,735-52.1% | $2,177+4.1% |
| Participant deferral / active EE | $3,315 | $5,691-41.7% | $6,709-50.6% | $3,514-5.7% |
| Admin fee / account holder | $131 | $569-76.9% | $10,261-98.7% | $847-84.5% |