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 | $45,735 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,907 |
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 | $24,801 | $58,290-57.5% | $98,442-74.8% | $86,799-71.4% |
| Participation rate | 89.1% | 68.3%+20.8pp | 73.3%+15.8pp | 72.3%+16.8pp |
| Annual return | 16.27% | 43.48%-27.2pp | 1492.73%-1476.5pp | 97.91%-81.6pp |
| Employer contribution / active EE | $287 | $2,008-85.7% | $2,960-90.3% | $2,405-88.1% |
| Participant deferral / active EE | $5,386 | $3,152+70.8% | $4,276+25.9% | $4,131+30.4% |
| Admin fee / account holder | $230 | $138+67.0% | $5,949-96.1% | $170+35.6% |