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 |
|---|---|---|
R.L. EVANS CO., INC.5 years Service code 99 · EIN 91-0849754 | Other Fees | $20,492 |
NWRPC LLC1 year Filed as: NWRPC, LLC Service code 49 · EIN 88-2334307 | Other Services | $2,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,104 | $59,402-29.1% | $93,654-55.0% | $74,546-43.5% |
| Participation rate | 61.5% | 59.7%+1.8pp | 68.7%-7.3pp | 67.2%-5.7pp |
| Annual return | 15.27% | 81.86%-66.6pp | 133.34%-118.1pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $1,200 | $1,265-5.1% | $2,421-50.4% | $2,624-54.3% |
| Participant deferral / active EE | $3,876 | $3,049+27.1% | $4,413-12.2% | $4,347-10.8% |
| Admin fee / account holder | $9 | $3,023-99.7% | $8,282-99.9% | $1,944-99.6% |