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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $53,017 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $34,012 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,191 | $52,670-52.2% | $90,404-72.1% | $73,409-65.7% |
| Participation rate | 31.9% | 67.7%-35.8pp | 72.7%-40.8pp | 72.2%-40.3pp |
| Annual return | 16.78% | 20.70%-3.9pp | 1293.02%-1276.2pp | 59.29%-42.5pp |
| Employer contribution / active EE | $432 | $1,872-76.9% | $3,262-86.8% | $2,234-80.7% |
| Participant deferral / active EE | $1,197 | $2,807-57.3% | $3,963-69.8% | $3,805-68.5% |
| Admin fee / account holder | $150 | $117+28.2% | $5,611-97.3% | $158-5.2% |