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 3-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 |
|---|---|---|
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $60,867 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,134 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,074 |
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 | $93,599 | $100,227-6.6% | $169,993-44.9% | $74,419+25.8% |
| Participation rate | 91.9% | 87.3%+4.6pp | 87.0%+4.9pp | 70.7%+21.2pp |
| Annual return | 22.77% | 66.08%-43.3pp | 53.37%-30.6pp | 34.38%-11.6pp |
| Employer contribution / active EE | $3,290 | $4,263-22.8% | $6,785-51.5% | $2,637+24.7% |
| Participant deferral / active EE | $7,687 | $7,143+7.6% | $10,408-26.1% | $4,528+69.8% |
| Admin fee / account holder | $237 | $234+1.1% | $12,815-98.2% | $348-31.9% |