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 | $92,942 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $27,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $18,788 | $50,127-62.5% | $149,673-87.4% | $80,160-76.6% |
| Participation rate | 29.9% | 64.3%-34.4pp | 78.8%-48.9pp | 72.9%-43.0pp |
| Annual return | 24.92% | 29.82%-4.9pp | 134.42%-109.5pp | 40.38%-15.5pp |
| Employer contribution / active EE | $203 | $1,865-89.1% | $4,818-95.8% | $2,978-93.2% |
| Participant deferral / active EE | $941 | $3,194-70.5% | $5,680-83.4% | $5,017-81.3% |
| Admin fee / account holder | $79 | $153-48.4% | $13,210-99.4% | $145-45.6% |