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 INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,104 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,811 | $65,061+118.0% | $143,757-1.4% | $66,914+111.9% |
| Participation rate | 63.7% | 65.2%-1.4pp | 80.3%-16.6pp | 69.8%-6.1pp |
| Annual return | -18.21% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,546 | $2,361+7.8% | $4,951-48.6% | $2,544+0.1% |
| Participant deferral / active EE | $5,063 | $2,919+73.5% | $5,637-10.2% | $4,237+19.5% |
| Admin fee / account holder | $466 | $502-7.3% | $14,673-96.8% | $593-21.5% |