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 |
|---|---|---|
Filed as: THE HOWARD E. NYHART COMPANY, INC Service code 49 · EIN 35-0966414 | Other Services | $12,368 |
FIRST CLEARING LLC3+ years Service code 52 · EIN 25-2384840 | Indirect Investment Fees | $0 |
Filed as: MASSMUTUAL RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $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 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 | $34,690 | $46,297-25.1% | $71,671-51.6% | $62,292-44.3% |
| Participation rate | 33.9% | 60.6%-26.8pp | 68.7%-34.9pp | 69.5%-35.6pp |
| Annual return | 14.87% | 22.32%-7.5pp | 20.65%-5.8pp | 28.90%-14.0pp |
| Employer contribution / active EE | $269 | $1,412-81.0% | $2,460-89.1% | $2,042-86.8% |
| Participant deferral / active EE | $1,071 | $2,235-52.1% | $3,438-68.9% | $3,169-66.2% |
| Admin fee / account holder | $94 | $461-79.7% | $5,558-98.3% | $479-80.5% |