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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,388 |
Service code 37 · EIN 04-2647786 | Loan Processing | $381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,004 | $43,133+115.6% | $89,391+4.0% | $73,488+26.6% |
| Participation rate | 59.3% | 55.0%+4.4pp | 68.0%-8.6pp | 70.7%-11.3pp |
| Annual return | 9.87% | 135.66%-125.8pp | 245.62%-235.7pp | 28.51%-18.6pp |
| Employer contribution / active EE | $890 | $1,438-38.1% | $2,586-65.6% | $2,270-60.8% |
| Participant deferral / active EE | $3,147 | $2,445+28.7% | $3,890-19.1% | $3,740-15.8% |
| Admin fee / account holder | $130 | $444-70.7% | $4,881-97.3% | $513-74.6% |