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 64 · EIN 71-0294708 | Recordkeeping Fees | $78,784 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $43,144 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,238 | $82,202-69.3% | $125,339-79.9% | $64,808-61.1% |
| Participation rate | 95.4% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -11.73% | 3.48%-15.2pp | 572.05%-583.8pp | 32.82%-44.5pp |
| Employer contribution / active EE | $4,044 | $3,615+11.9% | $4,814-16.0% | $2,506+61.4% |
| Participant deferral / active EE | $10,138 | $7,175+41.3% | $7,446+36.2% | $4,310+135.2% |
| Admin fee / account holder | $100 | $163-38.7% | $10,010-99.0% | $188-46.7% |