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 | $1,819 |
NFP RETIREMENT INC3+ 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.
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 | $30,506 | $81,537-62.6% | $149,718-79.6% | $69,631-56.2% |
| Participation rate | 43.6% | 86.1%-42.6pp | 87.1%-43.5pp | 70.7%-27.1pp |
| Annual return | 26.80% | 22.79%+4.0pp | 1501.63%-1474.8pp | 27571.02%-27544.2pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $5,445-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,530 | $4,994-9.3% | $6,569-31.0% | $3,224+40.5% |
| Admin fee / account holder | $5 | $107-95.7% | $11,283-100.0% | $110-95.9% |