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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,449 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,418 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,647 | $89,436+19.2% | $164,813-35.3% | $77,643+37.4% |
| Participation rate | 95.9% | 78.6%+17.3pp | 78.6%+17.3pp | 70.6%+25.3pp |
| Annual return | 66.09% | 28.83%+37.3pp | 69.93%-3.8pp | 31.24%+34.8pp |
| Employer contribution / active EE | $855 | $2,569-66.7% | $4,341-80.3% | $2,726-68.6% |
| Participant deferral / active EE | $7,701 | $4,897+57.3% | $6,031+27.7% | $4,647+65.7% |
| Admin fee / account holder | $280 | $339-17.4% | $12,690-97.8% | $430-34.9% |