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 64 · EIN 71-0294708 | Recordkeeping Fees | $71,304 |
NFP RETIREMENT INC3 years Service code 99 | Other Fees | $30,000 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $9,575 |
Filed as: NEP RETIREMENT INC Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,476 | $47,722-46.6% | $82,719-69.2% | $64,808-60.7% |
| Participation rate | 94.4% | 67.6%+26.8pp | 72.6%+21.9pp | 71.5%+22.9pp |
| Annual return | -14.26% | -13.05%-1.2pp | 701.18%-715.4pp | 32.82%-47.1pp |
| Employer contribution / active EE | $781 | $2,179-64.1% | $3,009-74.0% | $2,506-68.8% |
| Participant deferral / active EE | $2,119 | $3,329-36.4% | $4,395-51.8% | $4,310-50.8% |
| Admin fee / account holder | $105 | $143-26.8% | $5,329-98.0% | $188-44.3% |