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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 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 | $78,797 | $47,977+64.2% | $154,107-48.9% | $56,287+40.0% |
| Participation rate | 57.8% | 66.2%-8.4pp | 83.0%-25.2pp | 69.9%-12.1pp |
| Annual return | -4.30% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,446 | $2,169-33.3% | $5,298-72.7% | $2,111-31.5% |
| Participant deferral / active EE | $3,063 | $2,392+28.0% | $5,081-39.7% | $3,350-8.6% |
| Admin fee / account holder | $52 | $438-88.2% | $13,411-99.6% | $521-90.1% |