See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,642 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,341 |
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 | $54,138 | $50,815+6.5% | $155,509-65.2% | $77,643-30.3% |
| Participation rate | 89.2% | 63.1%+26.1pp | 78.2%+11.0pp | 70.6%+18.6pp |
| Annual return | 14.28% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $919 | $1,993-53.9% | $4,672-80.3% | $2,726-66.3% |
| Participant deferral / active EE | $3,931 | $2,822+39.3% | $5,626-30.1% | $4,647-15.4% |
| Admin fee / account holder | $205 | $437-53.1% | $15,912-98.7% | $430-52.4% |