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 |
|---|---|---|
LONGVIEW PARTNERS3+ years Filed as: LONGVIEW FINANCIALS Service code 26 3560 QUAKERBRIDGE ROAD · MERCERVILLE, NJ 08619 | Advisory (Participants) | $11,308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,273 | $89,739-86.3% | $149,718-91.8% | $62,292-80.3% |
| Participation rate | 39.7% | 85.1%-45.4pp | 87.1%-47.4pp | 69.5%-29.8pp |
| Annual return | 23.21% | 21.01%+2.2pp | 1501.63%-1478.4pp | 28.90%-5.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,269 | $4,797-73.6% | $6,569-80.7% | $3,169-60.0% |
| Admin fee / account holder | $130 | $551-76.4% | $11,283-98.8% | $479-72.9% |