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 | $29,587 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,522 |
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 | $18,729 | $54,237-65.5% | $90,281-79.3% | $67,579-72.3% |
| Participation rate | 63.8% | 68.6%-4.8pp | 73.3%-9.4pp | 71.3%-7.4pp |
| Annual return | 22.55% | 37.27%-14.7pp | 78.10%-55.6pp | 378.56%-356.0pp |
| Employer contribution / active EE | $6 | $1,846-99.7% | $2,854-99.8% | $2,148-99.7% |
| Participant deferral / active EE | $2,048 | $2,625-22.0% | $3,885-47.3% | $3,539-42.1% |
| Admin fee / account holder | $180 | $123+45.8% | $5,351-96.6% | $142+26.5% |