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 INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $83,291 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,437 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,503 |
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 | $93,792 | $129,021-27.3% | $184,203-49.1% | $77,643+20.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 23.61% | 33.27%-9.7pp | 28.81%-5.2pp | 31.24%-7.6pp |
| Employer contribution / active EE | $3,912 | $4,413-11.3% | $6,427-39.1% | $2,726+43.5% |
| Participant deferral / active EE | $8,553 | $7,297+17.2% | $9,131-6.3% | $4,647+84.1% |
| Admin fee / account holder | $244 | $254-3.9% | $13,901-98.2% | $430-43.3% |