Filed November 30, 2022
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 8-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 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $36,158 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $24,655 |
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 | $29,734 | $46,292-35.8% | $143,757-79.3% | $64,808-54.1% |
| Participation rate | 30.8% | 64.2%-33.4pp | 80.3%-49.5pp | 71.5%-40.6pp |
| Annual return | -14.41% | -10.05%-4.4pp | -0.04%-14.4pp | 32.82%-47.2pp |
| Employer contribution / active EE | $556 | $1,910-70.9% | $4,951-88.8% | $2,506-77.8% |
| Participant deferral / active EE | $1,854 | $2,646-29.9% | $5,637-67.1% | $4,310-57.0% |
| Admin fee / account holder | $157 | $154+2.2% | $14,673-98.9% | $188-16.3% |