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 INC6 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $15,353 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$64 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $163,966 | $89,248+83.7% | $136,007+20.6% | $74,495+120.1% |
| Participation rate | 67.2% | 69.4%-2.2pp | 76.5%-9.3pp | 67.2%0pp |
| Annual return | 14.63% | 22.76%-8.1pp | 579.32%-564.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,211 | $2,838+13.2% | $4,217-23.8% | $2,623+22.4% |
| Participant deferral / active EE | $5,765 | $4,598+25.4% | $7,025-17.9% | $4,346+32.7% |
| Admin fee / account holder | $148 | $1,545-90.4% | $6,858-97.8% | $1,942-92.4% |