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 9-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 | $19,752 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $9,061 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,118 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $208 |
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 | $32,393 | $56,640-42.8% | $80,975-60.0% | $57,658-43.8% |
| Participation rate | 84.0% | 75.9%+8.2pp | 75.8%+8.2pp | 70.2%+13.8pp |
| Annual return | 22.83% | 19.97%+2.9pp | 17.10%+5.7pp | 5.13%+17.7pp |
| Employer contribution / active EE | $1,887 | $2,085-9.5% | $3,714-49.2% | $1,974-4.4% |
| Participant deferral / active EE | $5,751 | $4,944+16.3% | $5,696+1.0% | $3,061+87.9% |
| Admin fee / account holder | $128 | $87+47.2% | $5,516-97.7% | $95+35.6% |