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 37 · EIN 04-2647786 | Loan Processing | $38,210 |
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,165 |
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 | $95,153 | $64,871+46.7% | $129,110-26.3% | $66,914+42.2% |
| Participation rate | 97.0% | 74.0%+23.0pp | 77.3%+19.7pp | 69.8%+27.2pp |
| Annual return | -14.18% | -12.21%-2.0pp | -10.94%-3.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $4,627 | $3,741+23.7% | $5,052-8.4% | $2,544+81.9% |
| Participant deferral / active EE | $6,520 | $5,090+28.1% | $6,542-0.3% | $4,237+53.9% |
| Admin fee / account holder | $344 | $629-45.3% | $14,302-97.6% | $593-42.0% |