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 | $71,284 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
WRIGHT FORD YOUNG & CO2 years Service code 16 · EIN 95-3288054 | Consulting | $10,500 |
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 | $54,288 | $78,419-30.8% | $133,956-59.5% | $73,409-26.0% |
| Participation rate | 97.5% | 78.6%+18.9pp | 79.8%+17.6pp | 72.2%+25.3pp |
| Annual return | 15.51% | 33.35%-17.8pp | 45.09%-29.6pp | 59.29%-43.8pp |
| Employer contribution / active EE | $2,746 | $2,044+34.3% | $3,919-29.9% | $2,234+22.9% |
| Participant deferral / active EE | $4,590 | $3,925+16.9% | $5,048-9.1% | $3,805+20.6% |
| Admin fee / account holder | $170 | $161+5.3% | $8,927-98.1% | $158+7.6% |