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 | $258,041 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $55,000 |
Form 5500 reported that benefits due were not provided when due.
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 | $60,039 | $95,388-37.1% | $125,339-52.1% | $77,904-22.9% |
| Participation rate | 91.5% | 78.6%+12.9pp | 82.4%+9.1pp | 73.7%+17.8pp |
| Annual return | -15.41% | 116.19%-131.6pp | 572.05%-587.5pp | 12.21%-27.6pp |
| Employer contribution / active EE | $5,754 | $3,666+56.9% | $4,814+19.5% | $2,848+102.1% |
| Participant deferral / active EE | $12,004 | $7,711+55.7% | $7,446+61.2% | $4,806+149.8% |
| Admin fee / account holder | $72 | $119-39.2% | $10,010-99.3% | $133-45.4% |