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 INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $67,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,163 |
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 | $57,264 | $71,142-19.5% | $119,609-52.1% | $64,808-11.6% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.3%+12.2pp | 71.5%+20.0pp |
| Annual return | -16.28% | -10.01%-6.3pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $909 | $2,497-63.6% | $4,232-78.5% | $2,506-63.7% |
| Participant deferral / active EE | $5,289 | $4,490+17.8% | $5,602-5.6% | $4,310+22.7% |
| Admin fee / account holder | $108 | $162-33.5% | $10,323-99.0% | $188-42.6% |