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 |
|---|---|---|
CJG PARTNERS LLP1 year Filed as: CJG PARTNERS Service code 10 · EIN 36-3383864 1101 PERIMETER DR, STE 800 · SCHAUMBURG, IL 60173 | Accounting | $25,000 |
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 | Recordkeeping | $24,263 |
Filed as: M2B RETIREMENT CONSULTING Service code 99 · EIN 81-3989034 101 BRADFORD RD, STE 200 · WEXFORD, PA 15090 | Other Fees | $2,350 |
WILLIAMSON CPA LLC2 years Service code 17 · EIN 27-2314415 3959 TORREY PINES BLVD · SARASOTA, FL 34238 | Pension Consulting | $800 |
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 | $30,252 | $99,957-69.7% | $149,696-79.8% | $73,488-58.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 10.95% | 53.87%-42.9pp | 276.60%-265.6pp | 28.51%-17.6pp |
| Employer contribution / active EE | $2,216 | $3,191-30.5% | $4,644-52.3% | $2,270-2.4% |
| Participant deferral / active EE | $2,853 | $6,073-53.0% | $6,842-58.3% | $3,740-23.7% |
| Admin fee / account holder | $116 | $551-79.0% | $9,309-98.8% | $513-77.5% |