Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $20,288 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,458 | $59,402+38.8% | $93,654-12.0% | $74,546+10.6% |
| Participation rate | 36.2% | 59.7%-23.4pp | 68.7%-32.5pp | 67.2%-31.0pp |
| Annual return | 15.07% | 81.86%-66.8pp | 133.34%-118.3pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $336 | $1,265-73.5% | $2,421-86.1% | $2,624-87.2% |
| Participant deferral / active EE | $2,306 | $3,049-24.3% | $4,413-47.7% | $4,347-46.9% |
| Admin fee / account holder | $20 | $3,023-99.3% | $8,282-99.8% | $1,944-99.0% |