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 |
|---|---|---|
WRIGHT FORD YOUNG & CO1+ years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $8,500 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,478 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $25 |
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 | $34,957 | $107,378-67.4% | $108,579-67.8% | $57,658-39.4% |
| Participation rate | 99.4% | 77.1%+22.3pp | 79.6%+19.8pp | 70.2%+29.2pp |
| Annual return | 7.55% | 12.80%-5.2pp | -51.70%+59.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $3,210 | $1,782+80.2% | $3,758-14.6% | $1,974+62.7% |
| Participant deferral / active EE | $2,917 | $3,221-9.4% | $4,311-32.3% | $3,061-4.7% |
| Admin fee / account holder | $19 | $108-82.3% | $7,645-99.7% | $95-79.7% |