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 | $74,899 |
NFP RETIREMENT INC4 years Service code 99 | Other Fees | $30,000 |
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 | $28,788 | $52,208-44.9% | $86,612-66.8% | $74,419-61.3% |
| Participation rate | 92.9% | 66.3%+26.6pp | 71.7%+21.3pp | 70.7%+22.2pp |
| Annual return | 15.42% | 44.46%-29.0pp | 591.07%-575.6pp | 34.38%-19.0pp |
| Employer contribution / active EE | $878 | $2,282-61.5% | $3,022-70.9% | $2,637-66.7% |
| Participant deferral / active EE | $2,460 | $3,383-27.3% | $4,438-44.6% | $4,528-45.7% |
| Admin fee / account holder | $95 | $319-70.2% | $5,614-98.3% | $348-72.6% |