See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $198,123 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,000 |
MELTON & MELTON LLP3 years Filed as: MELTON AND MELTON L.L.P Service code 10 · EIN 74-1550819 | Accounting | $22,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,509 | $122,693-9.9% | $184,203-40.0% | $199,593-44.6% |
| Participation rate | 65.1% | 86.8%-21.7pp | 86.8%-21.7pp | 72.0%-6.9pp |
| Annual return | 16.20% | 143.91%-127.7pp | 28.81%-12.6pp | 34.25%-18.0pp |
| Employer contribution / active EE | $1,785 | $4,584-61.1% | $6,427-72.2% | $3,034-41.2% |
| Participant deferral / active EE | $4,406 | $7,990-44.9% | $9,131-51.7% | $5,087-13.4% |
| Admin fee / account holder | $90 | $121-25.5% | $13,901-99.4% | $269-66.6% |