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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $162,764 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,000 |
MELTON & MELTON LLP2 years Filed as: MELTON AND MELTON L.L.P Service code 10 · EIN 74-1550819 | Accounting | $25,883 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON, Service code 64 · EIN 76-0500416 | Recordkeeping Fees | $15,250 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,967 | $112,686-12.2% | $169,993-41.8% | $80,160+23.5% |
| Participation rate | 68.3% | 87.4%-19.1pp | 87.0%-18.7pp | 72.9%-4.6pp |
| Annual return | 21.54% | 67.04%-45.5pp | 53.37%-31.8pp | 40.38%-18.8pp |
| Employer contribution / active EE | $1,680 | $4,481-62.5% | $6,785-75.2% | $2,978-43.6% |
| Participant deferral / active EE | $4,568 | $7,876-42.0% | $10,408-56.1% | $5,017-8.9% |
| Admin fee / account holder | $84 | $99-15.5% | $12,815-99.3% | $145-42.2% |