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 |
|---|---|---|
ABLE WEALTH MANAGEMENT LLC2 years Filed as: ABLE & STRONG ADVISORS Service code 26 · EIN 20-0097878 | Advisory (Participants) | $143,813 |
NWPS6 years Filed as: NWPS, INC. Service code 15 · EIN 91-1526584 | Recordkeeping | $100,143 |
SMITH & HOWARD, PC1 year Service code 10 · EIN 58-1250486 | Accounting | $23,000 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $11,270 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,749 | $115,444-72.5% | $65,493-51.5% | $102,872-69.1% |
| Participation rate | 44.9% | 71.2%-26.3pp | 73.1%-28.2pp | 73.0%-28.2pp |
| Annual return | 14.03% | 15.94%-1.9pp | 982.45%-968.4pp | 19.06%-5.0pp |
| Employer contribution / active EE | $1,466 | $3,409-57.0% | $2,574-43.1% | $3,526-58.4% |
| Participant deferral / active EE | $1,249 | $4,118-69.7% | $3,961-68.5% | $5,535-77.4% |
| Admin fee / account holder | $187 | $123+51.7% | $5,028-96.3% | $292-36.1% |