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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,773 |
SEK CPAS AND ADVISORS1 year Service code 10 · EIN 52-0783935 | Accounting | $9,200 |
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 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 | $92,743 | $70,908+30.8% | $98,907-6.2% | $73,488+26.2% |
| Participation rate | 71.6% | 73.8%-2.2pp | 76.0%-4.4pp | 70.7%+0.9pp |
| Annual return | 13.54% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $988 | $2,036-51.5% | $2,689-63.2% | $2,270-56.5% |
| Participant deferral / active EE | $3,152 | $3,500-9.9% | $4,244-25.7% | $3,740-15.7% |
| Admin fee / account holder | $505 | $535-5.6% | $6,642-92.4% | $513-1.5% |