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 | $735,196 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $55,252 |
FIRST FOUNDATION ADVISORS9+ years Service code 26 · EIN 33-0221828 | Advisory (Participants) | $5,793 |
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 | $236,666 | $61,272+286.3% | $149,673+58.1% | $71,457+231.2% |
| Participation rate | 89.7% | 62.5%+27.2pp | 78.8%+10.9pp | 67.9%+21.8pp |
| Annual return | 18.61% | 35.85%-17.2pp | 134.42%-115.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $13,262 | $2,378+457.6% | $4,818+175.3% | $2,588+412.5% |
| Participant deferral / active EE | $13,972 | $2,917+379.0% | $5,680+146.0% | $4,289+225.8% |
| Admin fee / account holder | $1,475 | $1,261+16.9% | $13,210-88.8% | $1,587-7.1% |