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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,852 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,509 | $176,811-27.3% | $147,005-12.6% | - |
| Participation rate | 98.0% | 76.9%+21.1pp | 82.2%+15.8pp | - |
| Annual return | 14.02% | 11.59%+2.4pp | 418.76%-404.7pp | - |
| Employer contribution / active EE | $3,900 | $3,294+18.4% | $4,934-21.0% | - |
| Participant deferral / active EE | $10,840 | $6,900+57.1% | $8,070+34.3% | - |
| Admin fee / account holder | $541 | $27,451-98.0% | $13,006-95.8% | - |