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 |
|---|---|---|
NERT ADMINISTRATOR1+ years Service code 37 · EIN 52-0964235 | Loan Processing | $490 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $375 |
ADP BROKER-DEALER2+ years Filed as: ADP BORKER - DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER - DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Filed as: ADP BROKER -DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NERT1+ years Service code 25 · EIN 52-1952213 | Directed Trustee | $0 |
NERT ADMINISTRATOR1+ years Filed as: NERT DIRECT TRUSTEE Service code 25 | Directed Trustee | $0 |
NERT DIRECTED TRUSTEE1+ years Service code 25 · EIN 52-0312970 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,892 | $75,183-90.8% | $123,892-94.4% | $55,167-87.5% |
| Participation rate | 60.5% | 72.8%-12.3pp | 81.4%-20.9pp | 69.0%-8.4pp |
| Annual return | -3.33% | 19.01%-22.3pp | 47.52%-50.9pp | 169.23%-172.6pp |
| Employer contribution / active EE | $1,079 | $2,823-61.8% | $4,617-76.6% | $1,963-45.0% |
| Participant deferral / active EE | $1,688 | $5,084-66.8% | $5,984-71.8% | $3,054-44.7% |
| Admin fee / account holder | $6 | $663-99.0% | $8,357-99.9% | $504-98.7% |