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 & CO2 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $9,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$318 |
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 | $363,580 | $73,638+393.7% | $95,952+278.9% | $73,488+394.7% |
| Participation rate | 98.3% | 76.2%+22.1pp | 77.1%+21.2pp | 70.7%+27.6pp |
| Annual return | 12.68% | 16.78%-4.1pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $3,153 | $1,863+69.2% | $2,541+24.1% | $2,270+38.9% |
| Participant deferral / active EE | $10,563 | $3,617+192.0% | $4,167+153.5% | $3,740+182.5% |
| Admin fee / account holder | $49 | $482-89.9% | $6,795-99.3% | $513-90.5% |