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 |
|---|---|---|
WRIGHT FORD YOUNG & CO1 year Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $8,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,164 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $324,985 | $65,376+397.1% | $87,100+273.1% | $65,185+398.6% |
| Participation rate | 97.8% | 75.3%+22.5pp | 76.9%+21.0pp | 70.2%+27.6pp |
| Annual return | 22.54% | 31.27%-8.7pp | 28.19%-5.7pp | 29.38%-6.8pp |
| Employer contribution / active EE | $10,805 | $1,822+492.9% | $2,521+328.6% | $2,177+396.4% |
| Participant deferral / active EE | $8,036 | $3,388+137.2% | $4,049+98.5% | $3,514+128.7% |
| Admin fee / account holder | $44 | $520-91.5% | $7,497-99.4% | $847-94.8% |