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 | $100,891 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,980 |
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 | $22,277 | $67,679-67.1% | $155,509-85.7% | $99,062-77.5% |
| Participation rate | 25.0% | 67.2%-42.2pp | 78.2%-53.1pp | 71.6%-46.6pp |
| Annual return | 19.31% | 16.16%+3.1pp | 64.67%-45.4pp | 17.66%+1.6pp |
| Employer contribution / active EE | $462 | $2,268-79.6% | $4,672-90.1% | $3,262-85.8% |
| Participant deferral / active EE | $878 | $3,828-77.1% | $5,626-84.4% | $5,331-83.5% |
| Admin fee / account holder | $81 | $94-14.0% | $15,912-99.5% | $109-26.1% |