See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,893 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,121 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $49,150 | $101,317-51.5% | $146,958-66.6% | $74,495-34.0% |
| Participation rate | 79.0% | 75.5%+3.5pp | 82.2%-3.2pp | 67.2%+11.8pp |
| Annual return | 14.47% | 8730.91%-8716.4pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,503 | $3,810-34.3% | $4,933-49.3% | $2,623-4.6% |
| Participant deferral / active EE | $6,656 | $7,303-8.9% | $8,070-17.5% | $4,346+53.2% |
| Admin fee / account holder | $305 | $1,739-82.5% | $12,998-97.7% | $1,942-84.3% |