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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $26,653 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,517 | $88,890-10.5% | $102,423-22.4% | $77,643+2.4% |
| Participation rate | 54.6% | 80.9%-26.3pp | 76.5%-21.8pp | 70.6%-15.9pp |
| Annual return | 13.19% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $372 | $2,698-86.2% | $3,023-87.7% | $2,726-86.4% |
| Participant deferral / active EE | $2,859 | $5,145-44.4% | $5,053-43.4% | $4,647-38.5% |
| Admin fee / account holder | $145 | $235-38.6% | $9,451-98.5% | $430-66.4% |