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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,361 |
Service code 10 · EIN 59-1152714 | Accounting | $11,350 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,486 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,640 | $65,862+43.7% | $124,672-24.1% | $79,386+19.2% |
| Participation rate | 92.6% | 62.2%+30.4pp | 74.6%+18.0pp | 70.7%+21.9pp |
| Annual return | 13.36% | 19.02%-5.7pp | 5142.93%-5129.6pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,531 | $1,883-18.7% | $3,324-53.9% | $2,427-36.9% |
| Participant deferral / active EE | $3,054 | $2,772+10.2% | $4,614-33.8% | $4,046-24.5% |
| Admin fee / account holder | $18 | $673-97.3% | $7,493-99.8% | $626-97.1% |