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.
| Provider | Service type | Compensation |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2+ years Service code 12 · EIN 47-0098400 | Other services; Account maintenance f... | $143,847 |
Service code 12 · EIN 93-2789379 | Named fiduciary; Other fees; Claims p... | $32,250 |
LANDAU ARNOLD LAUFER LLP2+ years Filed as: LAUFER LLP Service code 17 · EIN 11-2512603 | Pension Consulting | $15,603 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $9,362 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,185 |
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.
Employer 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).
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 | $4,907 | $122,693-96.0% | $184,203-97.3% | $199,593-97.5% |
| Participation rate | 44.4% | 86.8%-42.4pp | 86.8%-42.5pp | 72.0%-27.6pp |
| Annual return | 15.95% | 143.91%-128.0pp | 28.81%-12.9pp | 34.25%-18.3pp |
| Employer contribution / active EE | $269 | $4,584-94.1% | $6,427-95.8% | $3,034-91.1% |
| Participant deferral / active EE | $557 | $7,990-93.0% | $9,131-93.9% | $5,087-89.1% |
| Admin fee / account holder | $101 | $121-16.1% | $13,901-99.3% | $269-62.4% |