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 Filed as: KESTRA ADVISORY SERVICES %NFP Service code 26 · EIN 35-2552359 | Advisory (Participants) | $35,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $17,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $45,211 | $48,698-7.2% | $93,606-51.7% | $199,593-77.3% |
| Participation rate | 29.1% | 63.5%-34.4pp | 68.7%-39.6pp | 72.0%-42.9pp |
| Annual return | 13.85% | 15.34%-1.5pp | 133.20%-119.3pp | 34.25%-20.4pp |
| Employer contribution / active EE | $394 | $1,135-65.3% | $2,420-83.7% | $3,034-87.0% |
| Participant deferral / active EE | $848 | $2,817-69.9% | $4,411-80.8% | $5,087-83.3% |
| Admin fee / account holder | $33 | $195-83.2% | $8,285-99.6% | $269-87.8% |