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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,204 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $17,494 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 1850 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $17,486 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,621 | $71,802-50.4% | $133,980-73.4% | $57,658-38.2% |
| Participation rate | 91.2% | 85.5%+5.8pp | 87.1%+4.2pp | 70.2%+21.0pp |
| Annual return | 25.30% | 13.51%+11.8pp | 29.30%-4.0pp | 5.13%+20.2pp |
| Employer contribution / active EE | $1,004 | $3,161-68.3% | $5,211-80.7% | $1,974-49.2% |
| Participant deferral / active EE | $5,459 | $4,606+18.5% | $6,282-13.1% | $3,061+78.4% |
| Admin fee / account holder | $86 | $88-1.9% | $9,324-99.1% | $95-9.0% |