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 | $45,953 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,935 | $91,407+8.2% | $135,903-27.2% | $71,457+38.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 30.46% | 29.90%+0.6pp | 68.23%-37.8pp | 28.85%+1.6pp |
| Employer contribution / active EE | $1,997 | $3,703-46.1% | $4,856-58.9% | $2,588-22.8% |
| Participant deferral / active EE | $20,003 | $7,092+182.0% | $7,758+157.8% | $4,289+366.4% |
| Admin fee / account holder | $355 | $1,266-72.0% | $10,762-96.7% | $1,587-77.6% |