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 5-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 |
|---|---|---|
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $26,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,406 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,249 |
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 | $55,914 | $24,733+126.1% | $69,647-19.7% | $74,495-24.9% |
| Participation rate | 93.6% | 63.5%+30.1pp | 66.5%+27.1pp | 67.2%+26.4pp |
| Annual return | 13.14% | 18.55%-5.4pp | 100.48%-87.3pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $3,168 | $1,001+216.6% | $1,712+85.0% | $2,623+20.8% |
| Participant deferral / active EE | $5,548 | $1,901+191.9% | $2,886+92.3% | $4,346+27.7% |
| Admin fee / account holder | $145 | $1,892-92.3% | $4,713-96.9% | $1,942-92.5% |