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 INC1 year Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,046 |
MOUNTJOY CHILTON MEDLEY LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $5,271 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $2,548 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 49 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $0 | $63,114-100.0% | $92,893-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 76.0%-76.0pp | 70.2%-70.2pp |
| Annual return | 20.20% | 28.75%-8.6pp | 109.41%-89.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $1,491 | $2,571-42.0% | $3,653-59.2% | $2,177-31.5% |
| Participant deferral / active EE | $4,984 | $3,108+60.3% | $4,236+17.6% | $3,514+41.8% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |