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 | $69,609 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
WRIGHT FORD YOUNG & CO1 year Service code 16 · EIN 95-3288054 | Consulting | $10,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,643 | $69,159-32.6% | $125,175-62.7% | $67,579-31.0% |
| Participation rate | 96.6% | 78.2%+18.4pp | 79.8%+16.8pp | 71.3%+25.3pp |
| Annual return | 22.45% | 27.12%-4.7pp | 43.79%-21.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $759 | $2,023-62.5% | $3,865-80.4% | $2,148-64.7% |
| Participant deferral / active EE | $3,806 | $3,700+2.9% | $4,937-22.9% | $3,539+7.5% |
| Admin fee / account holder | $169 | $142+19.5% | $9,702-98.3% | $142+19.1% |