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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Service code 27 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Plan) | $16,787 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $7,142 |
GASSNER COMPANY, S.C.3 years Service code 10 117 S THIRD AVE · WAUSAU, WI 54401 | Accounting | $6,469 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 50 SERVICES · IRVINE, CA 92618 | Direct Payment | $331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,392 | $49,451+76.7% | $79,550+9.9% | $66,914+30.6% |
| Participation rate | 68.9% | 61.3%+7.5pp | 69.5%-0.6pp | 69.8%-1.0pp |
| Annual return | -15.38% | 84.25%-99.6pp | 0.16%-15.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,154 | $1,266-8.8% | $2,413-52.2% | $2,544-54.7% |
| Participant deferral / active EE | $4,321 | $3,159+36.8% | $3,985+8.4% | $4,237+2.0% |
| Admin fee / account holder | $309 | $595-48.1% | $6,832-95.5% | $593-48.0% |