See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,368 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
KATZ, SAPPER & MILLER3 years Service code 10 · EIN 35-1090346 | Accounting | $7,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $109,177 | $92,055+18.6% | $106,213+2.8% | $77,643+40.6% |
| Participation rate | 96.1% | 81.0%+15.1pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 17.02% | 17.91%-0.9pp | 116.14%-99.1pp | 31.24%-14.2pp |
| Employer contribution / active EE | $4,117 | $3,367+22.3% | $3,171+29.8% | $2,726+51.0% |
| Participant deferral / active EE | $8,711 | $5,386+61.8% | $5,016+73.7% | $4,647+87.5% |
| Admin fee / account holder | $177 | $219-19.3% | $11,033-98.4% | $430-58.9% |