See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WRIGHT FORD YOUNG & CO1 year Service code 10 · EIN 95-3288054 | Accounting | $12,500 |
LINCOLN NATIONAL CORPORATION5 years Service code 15 · EIN 35-0472300 | Recordkeeping | $11,346 |
BENEFIT EQUITY, INC.1 year Filed as: BENEFIT EQUITY, INC Service code 15 · EIN 33-0384246 | Recordkeeping | $8,356 |
Filed as: WOODBURY FINANCIAL Service code 26 · EIN 41-0944586 | Advisory (Participants) | $5,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,878 | $80,968-21.1% | $96,544-33.8% | $75,163-15.0% |
| Participation rate | 84.6% | 71.8%+12.8pp | 76.0%+8.7pp | 67.2%+17.4pp |
| Annual return | 18.40% | 27.06%-8.7pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,515 | $2,282-33.6% | $2,965-48.9% | $2,670-43.2% |
| Participant deferral / active EE | $5,539 | $3,928+41.0% | $4,851+14.2% | $4,125+34.3% |
| Admin fee / account holder | $205 | $6,724-97.0% | $8,252-97.5% | $5,651-96.4% |