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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,279 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,313 |
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 | $117,100 | $72,554+61.4% | $138,135-15.2% | $73,488+59.3% |
| Participation rate | 96.3% | 74.8%+21.5pp | 78.7%+17.6pp | 70.7%+25.7pp |
| Annual return | 12.00% | 17.50%-5.5pp | 20.51%-8.5pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,212 | $3,511-65.5% | $5,587-78.3% | $2,270-46.6% |
| Participant deferral / active EE | $5,507 | $4,908+12.2% | $6,431-14.4% | $3,740+47.3% |
| Admin fee / account holder | $393 | $464-15.4% | $11,856-96.7% | $513-23.4% |