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 | $116,065 |
NFP RETIREMENT INC5 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 | $46,465 | $92,055-49.5% | $106,213-56.3% | $77,643-40.2% |
| Participation rate | 85.4% | 81.0%+4.4pp | 75.3%+10.1pp | 70.6%+14.9pp |
| Annual return | 24.94% | 17.91%+7.0pp | 116.14%-91.2pp | 31.24%-6.3pp |
| Employer contribution / active EE | $1,791 | $3,367-46.8% | $3,171-43.5% | $2,726-34.3% |
| Participant deferral / active EE | $2,303 | $5,386-57.2% | $5,016-54.1% | $4,647-50.4% |
| Admin fee / account holder | $149 | $219-31.8% | $11,033-98.6% | $430-65.3% |