See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,993 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 16 · EIN 80-0833114 | Consulting | $24,517 |
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 | $129,305 | $89,436+44.6% | $164,813-21.5% | $77,643+66.5% |
| Participation rate | 97.9% | 78.6%+19.3pp | 78.6%+19.3pp | 70.6%+27.3pp |
| Annual return | 15.68% | 28.83%-13.1pp | 69.93%-54.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $4,379 | $2,569+70.5% | $4,341+0.9% | $2,726+60.6% |
| Participant deferral / active EE | $11,457 | $4,897+134.0% | $6,031+90.0% | $4,647+146.5% |
| Admin fee / account holder | $63 | $339-81.4% | $12,690-99.5% | $430-85.3% |