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 |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $19,481 |
Filed as: JOHN HANCOCK LIFE INS. CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,839 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,387 | $52,953+133.0% | $172,739-28.6% | $65,185+89.3% |
| Participation rate | 99.5% | 66.2%+33.3pp | 82.6%+16.8pp | 70.2%+29.3pp |
| Annual return | 18.75% | 30.12%-11.4pp | 802.84%-784.1pp | 29.38%-10.6pp |
| Employer contribution / active EE | $6,503 | $2,190+197.0% | $5,143+26.4% | $2,177+198.8% |
| Participant deferral / active EE | $4,856 | $2,471+96.5% | $5,198-6.6% | $3,514+38.2% |
| Admin fee / account holder | $731 | $472+54.9% | $13,954-94.8% | $847-13.7% |