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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,872 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,138 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN FIDUCIARY SERVICES, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $2,616 |
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.)
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 | $62,657 | $76,774-18.4% | $112,228-44.2% | $77,904-19.6% |
| Participation rate | 2.5% | 80.2%-77.7pp | 75.1%-72.6pp | 73.7%-71.2pp |
| Annual return | -16.27% | -10.25%-6.0pp | 27.45%-43.7pp | 12.21%-28.5pp |
| Employer contribution / active EE | $0 | $3,977-100.0% | $3,635-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $216 | $3,778-94.3% | $4,728-95.4% | $4,806-95.5% |
| Admin fee / account holder | $627 | $239+162.6% | $6,410-90.2% | $133+373.4% |