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 6-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 INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,186 |
Annual investment return 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 | $121,044 | $86,897+39.3% | $151,611-20.2% | $64,808+86.8% |
| Participation rate | 91.6% | 87.3%+4.3pp | 87.5%+4.1pp | 71.5%+20.1pp |
| Annual return | -17.31% | -3.57%-13.7pp | 3.33%-20.6pp | 32.82%-50.1pp |
| Employer contribution / active EE | $4,931 | $4,010+23.0% | $6,166-20.0% | $2,506+96.8% |
| Participant deferral / active EE | $8,485 | $6,690+26.8% | $8,363+1.5% | $4,310+96.9% |
| Admin fee / account holder | $166 | $153+8.4% | $11,616-98.6% | $188-11.7% |