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 | $93,600 |
S B H U LIFE AGENCY INC6 years Service code 49 · EIN 13-2896238 | Other Services | $24,947 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,589 | $101,317+176.0% | $146,958+90.3% | $74,495+275.3% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.6pp | 67.2%+31.6pp |
| Annual return | 17.99% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $7,379 | $3,810+93.7% | $4,933+49.6% | $2,623+181.3% |
| Participant deferral / active EE | $19,148 | $7,303+162.2% | $8,070+137.3% | $4,346+340.6% |
| Admin fee / account holder | $461 | $1,739-73.5% | $12,998-96.5% | $1,942-76.3% |