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 INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Advisory (Plan) | $23,090 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA INVESTMENT SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $22,591 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,327 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,472 | $225,135-42.5% | $123,892+4.5% | - |
| Participation rate | 94.9% | 69.5%+25.4pp | 81.4%+13.5pp | - |
| Annual return | 6.54% | 8.01%-1.5pp | 47.52%-41.0pp | - |
| Employer contribution / active EE | $435 | $2,580-83.1% | $4,617-90.6% | - |
| Participant deferral / active EE | $7,437 | $4,315+72.4% | $5,984+24.3% | - |
| Admin fee / account holder | $308 | $19,833-98.4% | $8,357-96.3% | - |