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 |
|---|---|---|
NPA ASSET MANAGEMENT3+ years Filed as: NPA ASSET MANAGMENT Service code 99 | Other Fees | $13,833 |
MURET CPA, PLLC2 years Service code 99 | Other Fees | $1,152 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $537 |
NPA ASSET MANAGEMENT3+ years Service code 99 · EIN 22-1063549 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,325 | $65,592-90.4% | $90,160-93.0% | $69,631-90.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 13.28% | 57.10%-43.8pp | 34.88%-21.6pp | 27571.02%-27557.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $296 | $5,257-94.4% | $5,288-94.4% | $3,224-90.8% |
| Admin fee / account holder | $64 | $86-25.8% | $5,943-98.9% | $110-42.5% |