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 | $75,889 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,666 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,315 | $85,135-52.6% | $98,907-59.2% | $73,409-45.1% |
| Participation rate | 79.9% | 81.1%-1.3pp | 76.0%+3.8pp | 72.2%+7.7pp |
| Annual return | 14.53% | 19.14%-4.6pp | 196.43%-181.9pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,585 | $2,721-41.7% | $2,689-41.1% | $2,234-29.0% |
| Participant deferral / active EE | $1,405 | $4,349-67.7% | $4,244-66.9% | $3,805-63.1% |
| Admin fee / account holder | $133 | $139-4.8% | $6,642-98.0% | $158-16.0% |