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 37 · EIN 04-2647786 | Loan Processing | $24,983 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,261 |
Filed as: BEACH, FREEMEN,LIM & CLELAND LLP Service code 10 · EIN 56-2306396 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,727 | $70,908-32.7% | $98,907-51.7% | $73,488-35.1% |
| Participation rate | 92.5% | 73.8%+18.8pp | 76.0%+16.5pp | 70.7%+21.8pp |
| Annual return | 14.14% | 34.17%-20.0pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $933 | $2,036-54.2% | $2,689-65.3% | $2,270-58.9% |
| Participant deferral / active EE | $5,741 | $3,500+64.0% | $4,244+35.3% | $3,740+53.5% |
| Admin fee / account holder | $511 | $535-4.5% | $6,642-92.3% | $513-0.5% |