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 37 · EIN 04-2647786 | Loan Processing | $26,662 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,224 |
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 | $73,943 | $84,487-12.5% | $125,339-41.0% | $66,914+10.5% |
| Participation rate | 92.9% | 76.4%+16.4pp | 82.4%+10.5pp | 69.8%+23.1pp |
| Annual return | 56.51% | -8.39%+64.9pp | 572.05%-515.5pp | 1.58%+54.9pp |
| Employer contribution / active EE | $2,098 | $3,553-40.9% | $4,814-56.4% | $2,544-17.5% |
| Participant deferral / active EE | $16,644 | $6,781+145.4% | $7,446+123.5% | $4,237+292.8% |
| Admin fee / account holder | $220 | $685-67.9% | $10,010-97.8% | $593-62.9% |