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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,584 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,333 |
WRIGHT FORD YOUNG & CO2+ years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $10,750 |
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 | $40,207 | $71,666-43.9% | $117,854-65.9% | $69,631-42.3% |
| Participation rate | 95.5% | 77.5%+18.0pp | 79.7%+15.8pp | 70.7%+24.8pp |
| Annual return | 18.56% | 18.86%-0.3pp | 335.08%-316.5pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $575 | $1,889-69.6% | $3,786-84.8% | $2,032-71.7% |
| Participant deferral / active EE | $3,388 | $3,340+1.5% | $4,482-24.4% | $3,224+5.1% |
| Admin fee / account holder | $142 | $120+17.7% | $8,020-98.2% | $110+28.2% |