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 | $2,238 |
FIRST CLEARING LLC4+ 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 | $32,169 | $42,396-24.1% | $67,313-52.2% | $56,287-42.8% |
| Participation rate | 32.9% | 61.0%-28.0pp | 69.1%-36.1pp | 69.9%-36.9pp |
| Annual return | -5.41% | -36.63%+31.2pp | -4.08%-1.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,364 | $2,360-42.2% | $3,568-61.8% | $3,350-59.3% |
| Admin fee / account holder | $16 | $510-96.8% | $4,507-99.6% | $521-96.8% |