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 | $2,313 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES Service code 61 1250 S. CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,126 | $71,802-67.8% | $133,980-82.7% | $57,658-59.9% |
| Participation rate | 58.8% | 85.5%-26.7pp | 87.1%-28.3pp | 70.2%-11.4pp |
| Annual return | 14.58% | 13.51%+1.1pp | 29.30%-14.7pp | 5.13%+9.5pp |
| Employer contribution / active EE | $0 | $3,161-100.0% | $5,211-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,886 | $4,606+27.8% | $6,282-6.3% | $3,061+92.3% |
| Admin fee / account holder | $6 | $88-92.8% | $9,324-99.9% | $95-93.3% |