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 |
|---|---|---|
NORTH POINT ADVIOSR GROUP1 year Service code 26 · EIN 85-3739785 | Advisory (Participants) | $9,280 |
LT TRUST COMPANY1 year Filed as: LT TRUST Service code 12 · EIN 61-1607607 | Custodial (other than securities); Pa... | $5,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,742 | $49,227+21.4% | $70,449-15.2% | $79,858-25.2% |
| Participation rate | 70.9% | 69.2%+1.7pp | 75.1%-4.2pp | 69.6%+1.3pp |
| Annual return | 14.18% | 30.06%-15.9pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,915 | $2,768-30.8% | $3,709-48.4% | $3,740-48.8% |
| Admin fee / account holder | $204 | $2,878-92.9% | $3,845-94.7% | $5,306-96.2% |