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 | $98,379 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,649 | $75,388-10.3% | $123,544-45.2% | $55,725+21.4% |
| Participation rate | 89.6% | 75.7%+13.9pp | 82.3%+7.3pp | 70.9%+18.7pp |
| Annual return | -4.61% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,099 | $3,063-31.5% | $4,628-54.6% | $2,078+1.0% |
| Participant deferral / active EE | $5,594 | $5,651-1.0% | $6,426-12.9% | $3,356+66.7% |
| Admin fee / account holder | $220 | $120+83.4% | $9,284-97.6% | $115+90.7% |