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 27 · EIN 71-0294708 | Advisory (Plan) | $38,651 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $22,137 |
LBMC, PC6 years Service code 10 · EIN 62-1199757 | Accounting | $11,500 |
401K SAFE4 years Service code 99 · EIN 83-0824803 | Other Fees | $5,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $48,966 | $58,208-15.9% | $81,812-40.1% | $80,856-39.4% |
| Participation rate | 92.0% | 63.4%+28.6pp | 72.3%+19.7pp | 67.6%+24.4pp |
| Annual return | 12.17% | 41.66%-29.5pp | 773.79%-761.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $3,065 | $2,340+31.0% | $2,912+5.2% | $2,755+11.2% |
| Participant deferral / active EE | $4,830 | $3,281+47.2% | $4,319+11.8% | $4,296+12.4% |
| Admin fee / account holder | $396 | $4,981-92.1% | $7,386-94.6% | $6,918-94.3% |