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 |
|---|---|---|
NADLER FINANCIAL GROUP, INC.7+ years Filed as: NADLER FINANCIAL GROUP INC Service code 27 · EIN 36-4156113 | Advisory (Plan) | $25,596 |
WEISS & COMPANY LLP5 years Service code 10 · EIN 36-2663249 | Accounting | $8,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $127,002 | $65,435+94.1% | $86,677+46.5% | $66,914+89.8% |
| Participation rate | 54.1% | 75.5%-21.3pp | 76.6%-22.4pp | 69.8%-15.7pp |
| Annual return | -11.96% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,316 | $4,100-43.5% | $4,656-50.3% | $4,237-45.3% |
| Admin fee / account holder | $377 | $642-41.2% | $7,493-95.0% | $593-36.4% |