Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,575 | $110,483-92.2% | $145,433-94.1% | $79,634-89.2% |
| Participation rate | 77.3% | 71.1%+6.2pp | 82.1%-4.8pp | 62.5%+14.8pp |
| Annual return | 19.43% | 24.62%-5.2pp | 66.58%-47.1pp | 36.46%-17.0pp |
| Employer contribution / active EE | $3,059 | $4,053-24.5% | $4,554-32.8% | $2,529+20.9% |
| Participant deferral / active EE | $2,061 | $7,216-71.4% | $7,897-73.9% | $3,835-46.2% |
| Admin fee / account holder | $39 | $680-94.2% | $13,129-99.7% | $1,002-96.1% |