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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,165 |
NFP RETIREMENT INC5+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
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 | $127,568 | $100,227+27.3% | $169,993-25.0% | $74,419+71.4% |
| Participation rate | 92.5% | 87.3%+5.2pp | 87.0%+5.5pp | 70.7%+21.8pp |
| Annual return | 20.59% | 66.08%-45.5pp | 53.37%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $5,238 | $4,263+22.9% | $6,785-22.8% | $2,637+98.6% |
| Participant deferral / active EE | $8,642 | $7,143+21.0% | $10,408-17.0% | $4,528+90.9% |
| Admin fee / account holder | $145 | $234-38.2% | $12,815-98.9% | $348-58.3% |