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) | $103,591 |
NFP RETIREMENT INC4 years Service code 99 | Other Fees | $50,511 |
Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,575 | $119,446-92.8% | $150,045-94.3% | $85,563-90.0% |
| Participation rate | 77.3% | 75.4%+1.9pp | 82.3%-5.0pp | 66.0%+11.4pp |
| Annual return | 19.43% | 23.72%-4.3pp | 62.55%-43.1pp | 31.51%-12.1pp |
| Employer contribution / active EE | $3,059 | $4,078-25.0% | $4,693-34.8% | $2,654+15.3% |
| Participant deferral / active EE | $2,061 | $7,985-74.2% | $7,997-74.2% | $4,375-52.9% |
| Admin fee / account holder | $39 | $548-92.8% | $13,435-99.7% | $834-95.3% |