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 INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,129 |
Filed as: BERMAN HOPKINS CPAS & ASSOCIATES, L Service code 10 · EIN 59-1152714 | Accounting | $10,300 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,777 |
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 | $88,116 | $62,603+40.8% | $104,294-15.5% | $66,914+31.7% |
| Participation rate | 90.4% | 59.6%+30.8pp | 73.3%+17.1pp | 69.8%+20.6pp |
| Annual return | -14.28% | -14.70%+0.4pp | 24.61%-38.9pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,172 | $2,853+11.2% | $4,625-31.4% | $4,237-25.1% |
| Admin fee / account holder | $21 | $656-96.7% | $7,339-99.7% | $593-96.4% |