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 | $96,286 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,542 | $84,784-47.5% | $98,439-54.8% | $74,419-40.1% |
| Participation rate | 89.6% | 81.5%+8.0pp | 75.2%+14.4pp | 70.7%+18.8pp |
| Annual return | 18.60% | 20.59%-2.0pp | 21.16%-2.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $1,956 | $3,364-41.9% | $3,048-35.8% | $2,637-25.8% |
| Participant deferral / active EE | $2,373 | $5,218-54.5% | $4,738-49.9% | $4,528-47.6% |
| Admin fee / account holder | $155 | $204-24.1% | $8,948-98.3% | $348-55.4% |