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.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $299,665 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $73,333 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,443 | $106,028+27.7% | $146,958-7.8% | $77,643+74.4% |
| Participation rate | 88.9% | 78.4%+10.6pp | 82.2%+6.8pp | 70.6%+18.4pp |
| Annual return | 16.31% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $8,155 | $4,063+100.7% | $4,933+65.3% | $2,726+199.2% |
| Participant deferral / active EE | $17,449 | $7,990+118.4% | $8,070+116.2% | $4,647+275.5% |
| Admin fee / account holder | $221 | $337-34.6% | $12,998-98.3% | $430-48.7% |