See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $65,080 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,293 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,552 | $101,317+20.0% | $146,958-17.3% | $74,495+63.2% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 22.18% | 8730.91%-8708.7pp | 418.34%-396.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $1,964 | $3,810-48.5% | $4,933-60.2% | $2,623-25.1% |
| Participant deferral / active EE | $20,814 | $7,303+185.0% | $8,070+157.9% | $4,346+379.0% |
| Admin fee / account holder | $499 | $1,739-71.3% | $12,998-96.2% | $1,942-74.3% |