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 |
|---|---|---|
CFO4LIFE1 year Filed as: CFO4LIFE GROUP, LLC Service code 27 735 PLAZA BLVD · COPPELL, TX 75019 | Advisory (Plan) | $114,295 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 15 · EIN 27-2037969 | Recordkeeping | $80,543 |
PNC BANK, N.A.5+ years Service code 25 · EIN 22-1146430 | Directed Trustee | $62,150 |
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.
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 | $16,233 | $65,708-75.3% | $76,817-78.9% | $77,787-79.1% |
| Participation rate | 81.0% | 79.0%+2.0pp | 72.1%+8.9pp | 73.2%+7.8pp |
| Annual return | 19.70% | 49.86%-30.2pp | 1166.11%-1146.4pp | 32.57%-12.9pp |
| Employer contribution / active EE | $1,196 | $2,167-44.8% | $2,302-48.0% | $2,504-52.2% |
| Participant deferral / active EE | $1,247 | $3,254-61.7% | $3,336-62.6% | $3,967-68.6% |
| Admin fee / account holder | $73 | $91-19.9% | $6,420-98.9% | $100-27.3% |