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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,239 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,919 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS-PENSYS, INC. Service code 15 · EIN 68-0348235 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $69,276 | $88,770-22.0% | $109,143-36.5% | $93,030-25.5% |
| Participation rate | 3.1% | 81.5%-78.4pp | 75.9%-72.8pp | 73.9%-70.8pp |
| Annual return | 7.31% | 60.64%-53.3pp | 25.75%-18.4pp | 158.70%-151.4pp |
| Employer contribution / active EE | $0 | $3,780-100.0% | $3,722-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $271 | $3,630-92.5% | $4,653-94.2% | $4,562-94.1% |
| Admin fee / account holder | $733 | $172+325.5% | $6,752-89.1% | $152+383.4% |