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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $35,669 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $12,870 |
MARCUM LLP1 year Filed as: MARCUM WEALTH Service code 16 · EIN 20-2317470 | Consulting | $7,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,402 | $50,815-38.2% | $155,509-79.8% | $77,643-59.6% |
| Participation rate | 56.5% | 63.1%-6.6pp | 78.2%-21.6pp | 70.6%-14.0pp |
| Annual return | 15.24% | 34.80%-19.6pp | 64.67%-49.4pp | 31.24%-16.0pp |
| Employer contribution / active EE | $915 | $1,993-54.1% | $4,672-80.4% | $2,726-66.4% |
| Participant deferral / active EE | $1,669 | $2,822-40.8% | $5,626-70.3% | $4,647-64.1% |
| Admin fee / account holder | $64 | $437-85.4% | $15,912-99.6% | $430-85.2% |