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 13 · EIN 42-0127290 | Contract Administrator | $40,418 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,727 |
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 | $124,342 | $77,503+60.4% | $100,391+23.9% | $80,856+53.8% |
| Participation rate | 92.1% | 76.9%+15.1pp | 81.5%+10.6pp | 67.6%+24.4pp |
| Annual return | 17.27% | 37.20%-19.9pp | 49.20%-31.9pp | 35.59%-18.3pp |
| Employer contribution / active EE | $5,479 | $2,801+95.6% | $3,942+39.0% | $2,755+98.9% |
| Participant deferral / active EE | $12,018 | $6,820+76.2% | $8,082+48.7% | $4,296+179.8% |
| Admin fee / account holder | $417 | $5,897-92.9% | $7,899-94.7% | $6,918-94.0% |