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 | $26,949 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,770 |
Service code 55 · EIN 35-2552359 | Other Commissions | $2,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,997 | $43,999-63.6% | $79,464-79.9% | $55,725-71.3% |
| Participation rate | 56.6% | 66.9%-10.4pp | 73.3%-16.8pp | 70.9%-14.3pp |
| Annual return | -5.26% | 1.81%-7.1pp | 718.14%-723.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $76 | $1,830-95.8% | $2,800-97.3% | $2,078-96.3% |
| Participant deferral / active EE | $1,901 | $2,538-25.1% | $3,704-48.7% | $3,356-43.4% |
| Admin fee / account holder | $167 | $118+41.9% | $5,113-96.7% | $115+44.9% |