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 26 C/O GALLAHGER RETIREMENT SERVICES · BINGHAM FARMS, MI 48025 | Advisory (Participants) | $47,109 |
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $44,489 |
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).
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 | $80,274 | $54,320+47.8% | $67,652+18.7% | $52,331+53.4% |
| Participation rate | 88.6% | 73.6%+15.1pp | 75.7%+13.0pp | 68.1%+20.5pp |
| Annual return | -0.58% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,699 | $1,544+10.1% | $2,266-25.0% | $1,882-9.7% |
| Participant deferral / active EE | $3,432 | $2,950+16.3% | $3,560-3.6% | $3,022+13.6% |
| Admin fee / account holder | $367 | $527-30.4% | $4,821-92.4% | $592-38.0% |