See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,597 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,763 |
SEK CPAS AND ADVISORS5 years Service code 10 · EIN 52-0783935 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,763 | $78,485+8.0% | $106,213-20.2% | $74,495+13.8% |
| Participation rate | 76.7% | 72.8%+3.9pp | 75.3%+1.4pp | 67.2%+9.5pp |
| Annual return | 12.46% | 15.95%-3.5pp | 116.14%-103.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $947 | $2,523-62.4% | $3,171-70.1% | $2,623-63.9% |
| Participant deferral / active EE | $3,297 | $4,322-23.7% | $5,016-34.3% | $4,346-24.1% |
| Admin fee / account holder | $502 | $2,232-77.5% | $11,033-95.4% | $1,942-74.1% |