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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,244 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,941 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,641 |
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 | $21,911 | $49,468-55.7% | $150,298-85.4% | $103,975-78.9% |
| Participation rate | 94.3% | 58.1%+36.1pp | 77.8%+16.5pp | 72.5%+21.7pp |
| Annual return | 33.22% | 38.98%-5.8pp | 62.79%-29.6pp | 19.41%+13.8pp |
| Employer contribution / active EE | $2,467 | $1,670+47.7% | $4,154-40.6% | $3,722-33.7% |
| Participant deferral / active EE | $3,969 | $2,650+49.8% | $5,453-27.2% | $5,343-25.7% |
| Admin fee / account holder | $118 | $385-69.4% | $14,116-99.2% | $332-64.6% |