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: MERRILL LYNCH Service code 27 · EIN 13-5674085 PO BOX 74008967 · CHICAGO, IA 60674 | Advisory (Plan) | $95,430 |
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $40,079 |
PINNACLE PENSION SERVICES7+ years Service code 15 · EIN 82-0433443 | Recordkeeping | $5,345 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,567 | $104,475+96.8% | $159,436+28.9% | $79,386+158.9% |
| Participation rate | 99.4% | 76.6%+22.8pp | 82.8%+16.6pp | 70.7%+28.7pp |
| Annual return | 9.81% | 67.95%-58.1pp | 263.57%-253.8pp | 116.85%-107.0pp |
| Employer contribution / active EE | $8,567 | $3,417+150.7% | $4,829+77.4% | $2,427+252.9% |
| Participant deferral / active EE | $9,939 | $6,467+53.7% | $7,352+35.2% | $4,046+145.7% |
| Admin fee / account holder | $599 | $711-15.7% | $10,799-94.4% | $626-4.3% |