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) | $73,244 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $46,875 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 30-0840934 | Accounting | $5,200 |
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 | $32,096 | $58,290-44.9% | $98,442-67.4% | $86,799-63.0% |
| Participation rate | 36.6% | 68.3%-31.8pp | 73.3%-36.8pp | 72.3%-35.7pp |
| Annual return | 13.51% | 43.48%-30.0pp | 1492.73%-1479.2pp | 97.91%-84.4pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,960-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,561 | $3,152-50.5% | $4,276-63.5% | $4,131-62.2% |
| Admin fee / account holder | $197 | $138+43.1% | $5,949-96.7% | $170+16.2% |