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 INC4+ years Filed as: NFP REITREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,723 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,647 | $23,119-32.3% | $71,086-78.0% | $75,289-79.2% |
| Participation rate | 8.4% | 36.3%-27.9pp | 54.7%-46.2pp | 72.4%-64.0pp |
| Annual return | -10.85% | -3.32%-7.5pp | 650.59%-661.4pp | -0.04%-10.8pp |
| Employer contribution / active EE | $122 | $399-69.3% | $1,088-88.7% | $2,405-94.9% |
| Participant deferral / active EE | $205 | $960-78.7% | $1,874-89.1% | $3,739-94.5% |
| Admin fee / account holder | $177 | $89+97.5% | $3,082-94.3% | $102+72.8% |