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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $98,448 |
NFP RETIREMENT INC2+ years Service code 99 · EIN 33-0905143 | Other Fees | $52,389 |
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 | $14,416 | $50,127-71.2% | $149,673-90.4% | $80,160-82.0% |
| Participation rate | 90.6% | 64.3%+26.3pp | 78.8%+11.8pp | 72.9%+17.7pp |
| Annual return | 45.05% | 29.82%+15.2pp | 134.42%-89.4pp | 40.38%+4.7pp |
| Employer contribution / active EE | $2,005 | $1,865+7.5% | $4,818-58.4% | $2,978-32.7% |
| Participant deferral / active EE | $4,647 | $3,194+45.5% | $5,680-18.2% | $5,017-7.4% |
| Admin fee / account holder | $60 | $153-60.8% | $13,210-99.5% | $145-58.7% |