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 |
|---|---|---|
CFO4LIFE4 years Filed as: CFO4LIFE GROUP, LLC Service code 27 735 PLAZA BLVD. · COPPELL, TX 75019 | Advisory (Plan) | $252,127 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $116,679 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,080 | $61,756+78.3% | $70,092+57.1% | $77,904+41.3% |
| Participation rate | 97.3% | 79.9%+17.4pp | 70.5%+26.9pp | 73.7%+23.7pp |
| Annual return | -14.69% | -11.86%-2.8pp | 190.73%-205.4pp | 12.21%-26.9pp |
| Employer contribution / active EE | $6,896 | $2,706+154.8% | $2,559+169.5% | $2,848+142.2% |
| Participant deferral / active EE | $6,690 | $3,977+68.2% | $3,849+73.8% | $4,806+39.2% |
| Admin fee / account holder | $275 | $101+171.1% | $6,267-95.6% | $133+107.2% |