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 49 555 GOFFLE RD STE 200 · RIDGEWOOD, NJ 07450 | Other Services | $5,663 |
KARL NELSON1 year Service code 55 | Other Commissions | $316 |
KARL NELSON1 year Filed as: KARL NELSON NELSON RETIREMENT SOLUT Service code 55 28 W GRAND AVE STE 14 · MONTVALE, NJ 07645 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,312 | $45,719+51.6% | $96,139-27.9% | $93,030-25.5% |
| Participation rate | 3.1% | 45.8%-42.8pp | 68.4%-65.4pp | 73.9%-70.8pp |
| Annual return | 14.67% | 3211.95%-3197.3pp | 191.94%-177.3pp | 158.70%-144.0pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,797-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $402 | $2,344-82.9% | $4,349-90.8% | $4,562-91.2% |
| Admin fee / account holder | $19 | $128-85.1% | $5,537-99.7% | $152-87.4% |