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 |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $62,116 |
NFP RETIREMENT INC3 years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $13,021 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,273 | $40,522-62.3% | $84,611-81.9% | $67,579-77.4% |
| Participation rate | 68.6% | 51.1%+17.5pp | 68.2%+0.3pp | 71.3%-2.7pp |
| Annual return | 19.89% | 32.72%-12.8pp | 258.74%-238.9pp | 378.56%-358.7pp |
| Employer contribution / active EE | $604 | $1,146-47.3% | $2,652-77.2% | $2,148-71.9% |
| Participant deferral / active EE | $1,993 | $2,132-6.5% | $3,899-48.9% | $3,539-43.7% |
| Admin fee / account holder | $131 | $145-9.6% | $4,912-97.3% | $142-7.7% |