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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC5 years Service code 28 · EIN 33-0905143 | Investment Management | $21,093 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,369 |
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 | $57,121 | $54,517+4.8% | $75,972-24.8% | $74,495-23.3% |
| Participation rate | 94.6% | 60.3%+34.3pp | 69.1%+25.5pp | 67.2%+27.4pp |
| Annual return | 11.26% | 31.82%-20.6pp | 359.55%-348.3pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $802 | $1,777-54.9% | $2,685-70.1% | $2,623-69.4% |
| Participant deferral / active EE | $2,475 | $3,066-19.3% | $4,255-41.8% | $4,346-43.1% |
| Admin fee / account holder | $187 | $2,229-91.6% | $6,467-97.1% | $1,942-90.3% |