See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,852 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,581 | $106,028-44.7% | $146,958-60.1% | $77,643-24.6% |
| Participation rate | 61.9% | 78.4%-16.5pp | 82.2%-20.3pp | 70.6%-8.7pp |
| Annual return | 0.00% | 56.73%-56.7pp | 418.34%-418.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $1,008 | $4,063-75.2% | $4,933-79.6% | $2,726-63.0% |
| Participant deferral / active EE | $5,406 | $7,990-32.3% | $8,070-33.0% | $4,647+16.3% |
| Admin fee / account holder | $190 | $337-43.6% | $12,998-98.5% | $430-55.8% |