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 |
|---|---|---|
FIRST LIGHT WEALTH ADVISORS4 years Service code 26 · EIN 82-4071291 76 EAST MAIN STREET · LITTLE FALLS, NJ 07424 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,137 | $72,607-83.3% | $90,749-86.6% | $66,914-81.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -13.61% | -12.28%-1.3pp | -12.16%-1.4pp | 1.58%-15.2pp |
| Employer contribution / active EE | $828 | $2,369-65.0% | $2,921-71.6% | $2,544-67.4% |
| Participant deferral / active EE | $1,353 | $3,977-66.0% | $4,564-70.4% | $4,237-68.1% |
| Admin fee / account holder | $66 | $707-90.7% | $8,445-99.2% | $593-88.9% |