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 CORPORATION5 years Service code 15 · EIN 35-0472300 | Recordkeeping | $30,584 |
CJG PARTNERS LLP1 year Service code 10 · EIN 36-3383864 | Accounting | $27,800 |
Filed as: M2B RETIREMENT CONSULTING, LLC Service code 99 · EIN 81-3989034 | Other Fees | $9,750 |
Service code 15 · EIN 32-0512992 | Recordkeeping | $7,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,724 | $84,487-63.6% | $125,339-75.5% | $66,914-54.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.27% | -8.39%-5.9pp | 572.05%-586.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $2,760 | $3,553-22.3% | $4,814-42.7% | $2,544+8.5% |
| Participant deferral / active EE | $3,977 | $6,781-41.4% | $7,446-46.6% | $4,237-6.1% |
| Admin fee / account holder | $174 | $685-74.6% | $10,010-98.3% | $593-70.6% |