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 INC1+ years Service code 27 · EIN 33-0906143 | Advisory (Plan) | $14,992 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,993 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,236 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,149 | $60,165+61.5% | $74,183+31.0% | $55,167+76.1% |
| Participation rate | 85.0% | 74.2%+10.9pp | 76.6%+8.4pp | 69.0%+16.1pp |
| Annual return | 6.63% | 10.00%-3.4pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $643 | $1,600-59.8% | $2,370-72.9% | $1,963-67.2% |
| Participant deferral / active EE | $3,737 | $2,973+25.7% | $3,550+5.3% | $3,054+22.4% |
| Admin fee / account holder | $161 | $419-61.7% | $5,586-97.1% | $504-68.1% |