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 10-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 |
|---|---|---|
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $113,243 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,694 |
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 | $64,359 | $106,028-39.3% | $146,958-56.2% | $77,643-17.1% |
| Participation rate | 93.0% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 39.22% | 56.73%-17.5pp | 418.34%-379.1pp | 31.24%+8.0pp |
| Employer contribution / active EE | $4,807 | $4,063+18.3% | $4,933-2.6% | $2,726+76.3% |
| Participant deferral / active EE | $12,422 | $7,990+55.5% | $8,070+53.9% | $4,647+167.3% |
| Admin fee / account holder | $144 | $337-57.4% | $12,998-98.9% | $430-66.6% |