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 | $99,594 |
NFP RETIREMENT INC5 years Service code 99 | Other Fees | $30,000 |
RSM US LLP1 year Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $23,744 |
Filed as: NEP RETIREMENT INC Service code 99 · EIN 33-0905143 | Other Fees | $0 |
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 | $38,926 | $65,908-40.9% | $81,812-52.4% | $77,643-49.9% |
| Participation rate | 95.6% | 65.8%+29.8pp | 72.3%+23.2pp | 70.6%+25.0pp |
| Annual return | 11.30% | 26.64%-15.3pp | 773.79%-762.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $920 | $2,370-61.2% | $2,912-68.4% | $2,726-66.2% |
| Participant deferral / active EE | $2,626 | $3,505-25.1% | $4,319-39.2% | $4,647-43.5% |
| Admin fee / account holder | $191 | $526-63.7% | $7,386-97.4% | $430-55.6% |