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 |
|---|---|---|
THE WEISS GROUP, INC.2+ years Service code 15 400 SKOKIE BLVD., SUITE #415 · NORTHBROOK, IL 60062 | Recordkeeping | $39,017 |
MICHAEL SILVER & COMPANY, LLC2+ years Filed as: MICHAEL SILVER & CO. Service code 10 · EIN 36-3134870 | Accounting | $2,316 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 33 · EIN 74-2794194 | Distribution (12b-1) fees; Securities... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $41,206 | $32,425+27.1% | $74,583-44.8% | $55,167-25.3% |
| Participation rate | 46.9% | 54.0%-7.1pp | 68.1%-21.2pp | 69.0%-22.1pp |
| Annual return | 4.43% | 10.63%-6.2pp | 20.47%-16.0pp | 169.23%-164.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,745 | $1,995+137.9% | $3,458+37.2% | $3,054+55.4% |
| Admin fee / account holder | $167 | $748-77.7% | $4,138-96.0% | $504-66.9% |