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 15 · EIN 13-3689044 | Recordkeeping | $29,314 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $53,063 | $69,763-23.9% | $67,502-21.4% | $74,495-28.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 16.33% | -40.34%+56.7pp | 3512.12%-3495.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $3,198 | $2,704+18.3% | $2,731+17.1% | $2,623+21.9% |
| Participant deferral / active EE | $9,555 | $3,636+162.8% | $4,000+138.9% | $4,346+119.9% |
| Admin fee / account holder | $348 | $896-61.2% | $3,998-91.3% | $1,942-82.1% |