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 |
|---|---|---|
NEW WEALTH ADVISORS, LLC4 years Service code 27 · EIN 04-3540481 | Advisory (Plan) | $20,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,603 |
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 | $81,470 | $48,046+69.6% | $84,611-3.7% | $72,985+11.6% |
| Participation rate | 97.3% | 57.6%+39.7pp | 68.2%+29.0pp | 69.5%+27.8pp |
| Annual return | 21.12% | 37.38%-16.3pp | 258.74%-237.6pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,734 | $1,602+70.7% | $2,652+3.1% | $2,440+12.1% |
| Participant deferral / active EE | $9,804 | $2,680+265.8% | $3,899+151.5% | $3,607+171.8% |
| Admin fee / account holder | $38 | $3,395-98.9% | $4,912-99.2% | $5,124-99.3% |