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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,100 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $87,838 | $78,422+12.0% | $95,952-8.5% | $79,858+10.0% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 11.94% | 19.37%-7.4pp | 91.61%-79.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,514 | $1,945+29.2% | $2,541-1.1% | $2,471+1.7% |
| Participant deferral / active EE | $5,836 | $3,440+69.7% | $4,167+40.0% | $3,740+56.0% |
| Admin fee / account holder | $483 | $5,622-91.4% | $6,795-92.9% | $5,306-90.9% |