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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $54,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,388 |
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 | $33,308 | $82,202-59.5% | $125,339-73.4% | $64,808-48.6% |
| Participation rate | 91.6% | 77.9%+13.8pp | 82.4%+9.3pp | 71.5%+20.2pp |
| Annual return | -7.64% | 3.48%-11.1pp | 572.05%-579.7pp | 32.82%-40.5pp |
| Employer contribution / active EE | $4,120 | $3,615+13.9% | $4,814-14.4% | $2,506+64.4% |
| Participant deferral / active EE | $9,712 | $7,175+35.4% | $7,446+30.4% | $4,310+125.3% |
| Admin fee / account holder | $77 | $163-53.0% | $10,010-99.2% | $188-59.2% |