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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,369 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $22,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,744 | $63,745-11.0% | $98,442-42.4% | $79,386-28.5% |
| Participation rate | 53.2% | 69.9%-16.6pp | 73.3%-20.1pp | 70.7%-17.5pp |
| Annual return | 11.23% | 625.80%-614.6pp | 1492.73%-1481.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,646 | $2,557-35.6% | $2,960-44.4% | $2,427-32.2% |
| Participant deferral / active EE | $1,863 | $3,303-43.6% | $4,276-56.4% | $4,046-53.9% |
| Admin fee / account holder | $370 | $516-28.2% | $5,949-93.8% | $626-40.9% |