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 | $57,610-62.0% | $154,803-85.8% | $102,872-78.7% |
| Participation rate | 94.3% | 59.5%+34.8pp | 78.1%+16.2pp | 73.0%+21.2pp |
| Annual return | 33.22% | 30.49%+2.7pp | 58.88%-25.7pp | 19.06%+14.2pp |
| Employer contribution / active EE | $2,467 | $1,883+31.0% | $4,305-42.7% | $3,526-30.1% |
| Participant deferral / active EE | $3,969 | $2,914+36.2% | $5,540-28.4% | $5,535-28.3% |
| Admin fee / account holder | $118 | $368-68.0% | $14,329-99.2% | $292-59.7% |