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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $400,876 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $57,875 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,113 |
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 | $43,452 | $88,480-50.9% | $96,683-55.1% | $80,160-45.8% |
| Participation rate | 86.7% | 79.9%+6.8pp | 74.3%+12.3pp | 72.9%+13.7pp |
| Annual return | 17.08% | 22.53%-5.4pp | 35.69%-18.6pp | 40.38%-23.3pp |
| Employer contribution / active EE | $2,618 | $4,176-37.3% | $3,737-29.9% | $2,978-12.1% |
| Participant deferral / active EE | $5,230 | $3,959+32.1% | $4,878+7.2% | $5,017+4.2% |
| Admin fee / account holder | $101 | $212-52.5% | $6,730-98.5% | $145-30.6% |