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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $111,762 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $63,588 |
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 | $44,883 | $95,274-52.9% | $135,903-67.0% | $74,419-39.7% |
| Participation rate | 94.6% | 78.2%+16.4pp | 81.9%+12.6pp | 70.7%+23.8pp |
| Annual return | 27.32% | 32.77%-5.4pp | 68.23%-40.9pp | 34.38%-7.1pp |
| Employer contribution / active EE | $4,819 | $3,874+24.4% | $4,856-0.8% | $2,637+82.7% |
| Participant deferral / active EE | $13,552 | $7,782+74.2% | $7,758+74.7% | $4,528+199.3% |
| Admin fee / account holder | $170 | $266-36.3% | $10,762-98.4% | $348-51.2% |