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 7-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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $2,840,053 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,001,044 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $423,864 |
TRUCKER HUSS2 years Service code 29 · EIN 94-3216063 | Legal | $234,109 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $129,751 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $41,000 |
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).
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 | $85,030 | $48,464+75.5% | $90,951-6.5% | $106,222-20.0% |
| Participation rate | 32.4% | 53.1%-20.7pp | 69.0%-36.6pp | 70.8%-38.4pp |
| Annual return | 13.55% | 16.72%-3.2pp | 134.60%-121.0pp | 21.69%-8.1pp |
| Employer contribution / active EE | $443 | $939-52.8% | $2,122-79.1% | $2,723-83.7% |
| Participant deferral / active EE | $1,376 | $1,510-8.8% | $3,373-59.2% | $4,600-70.1% |
| Admin fee / account holder | $46 | $58-20.1% | $5,959-99.2% | $78-40.9% |