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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $250,576 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $80,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,855 | $82,202+3.2% | $125,339-32.3% | $64,808+30.9% |
| Participation rate | 82.2% | 77.9%+4.3pp | 82.4%-0.2pp | 71.5%+10.7pp |
| Annual return | -17.95% | 3.48%-21.4pp | 572.05%-590.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $6,423 | $3,615+77.7% | $4,814+33.4% | $2,506+156.3% |
| Participant deferral / active EE | $14,061 | $7,175+96.0% | $7,446+88.8% | $4,310+226.2% |
| Admin fee / account holder | $192 | $163+17.7% | $10,010-98.1% | $188+2.3% |