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 | $32,855 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $24,097 |
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 | $18,454 | $52,670-65.0% | $90,404-79.6% | $73,409-74.9% |
| Participation rate | 68.0% | 67.7%+0.3pp | 72.7%-4.7pp | 72.2%-4.2pp |
| Annual return | 21.03% | 20.70%+0.3pp | 1293.02%-1272.0pp | 59.29%-38.3pp |
| Employer contribution / active EE | $287 | $1,872-84.7% | $3,262-91.2% | $2,234-87.2% |
| Participant deferral / active EE | $2,768 | $2,807-1.4% | $3,963-30.1% | $3,805-27.3% |
| Admin fee / account holder | $164 | $117+40.6% | $5,611-97.1% | $158+4.0% |