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 |
|---|---|---|
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $71,284 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$99,079 |
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 | $136,890 | $96,403+42.0% | $93,606+46.2% | $77,787+76.0% |
| Participation rate | 85.1% | 87.6%-2.5pp | 75.8%+9.3pp | 73.2%+11.9pp |
| Annual return | 29.95% | 39.36%-9.4pp | 32.76%-2.8pp | 32.57%-2.6pp |
| Employer contribution / active EE | $2,996 | $3,616-17.1% | $2,718+10.2% | $2,504+19.6% |
| Participant deferral / active EE | $7,748 | $5,341+45.1% | $4,069+90.4% | $3,967+95.3% |
| Admin fee / account holder | -$9 | $90-110.6% | $7,888-100.1% | $100-109.5% |