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 13 · EIN 42-0127290 | Contract Administrator | $67,917 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,300 | $45,000-74.9% | $143,757-92.1% | $77,904-85.5% |
| Participation rate | 39.0% | 66.8%-27.8pp | 80.3%-41.3pp | 73.7%-34.6pp |
| Annual return | -10.75% | 29.03%-39.8pp | -0.04%-10.7pp | 12.21%-23.0pp |
| Employer contribution / active EE | $302 | $1,870-83.8% | $4,951-93.9% | $2,848-89.4% |
| Participant deferral / active EE | $986 | $3,157-68.8% | $5,637-82.5% | $4,806-79.5% |
| Admin fee / account holder | $40 | $98-59.6% | $14,673-99.7% | $133-70.0% |