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 99 · EIN 71-0294708 | Other Fees | $69,142 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $30,000 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,899 | $58,290-48.7% | $98,442-69.6% | $86,799-65.6% |
| Participation rate | 94.1% | 68.3%+25.7pp | 73.3%+20.7pp | 72.3%+21.8pp |
| Annual return | 12.24% | 43.48%-31.2pp | 1492.73%-1480.5pp | 97.91%-85.7pp |
| Employer contribution / active EE | $859 | $2,008-57.2% | $2,960-71.0% | $2,405-64.3% |
| Participant deferral / active EE | $2,327 | $3,152-26.2% | $4,276-45.6% | $4,131-43.7% |
| Admin fee / account holder | $120 | $138-13.0% | $5,949-98.0% | $170-29.3% |