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 7-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 INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $24,945 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,159 | $26,549+100.2% | $61,373-13.4% | $66,914-20.6% |
| Participation rate | 31.0% | 38.1%-7.1pp | 52.6%-21.6pp | 69.8%-38.8pp |
| Annual return | -17.58% | -16.21%-1.4pp | 338.61%-356.2pp | 1.58%-19.2pp |
| Employer contribution / active EE | $796 | $651+22.2% | $1,159-31.3% | $2,544-68.7% |
| Participant deferral / active EE | $1,424 | $1,338+6.4% | $2,125-33.0% | $4,237-66.4% |
| Admin fee / account holder | $124 | $409-69.7% | $2,130-94.2% | $593-79.1% |