See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,281 |
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 16140 SAND CANYON AVENUE · IRVINE, CA 92618 | Accounting | $14,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,157 | $59,623+9.3% | $95,585-31.8% | $85,563-23.8% |
| Participation rate | 25.7% | 57.2%-31.5pp | 72.1%-46.4pp | 66.0%-40.3pp |
| Annual return | 21.32% | 18.22%+3.1pp | 38.56%-17.2pp | 31.51%-10.2pp |
| Employer contribution / active EE | $1,301 | $1,669-22.1% | $2,527-48.5% | $2,654-51.0% |
| Participant deferral / active EE | $2,933 | $3,357-12.7% | $4,023-27.1% | $4,375-33.0% |
| Admin fee / account holder | $130 | $650-80.0% | $6,127-97.9% | $834-84.4% |