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 64 · EIN 04-2647786 | Recordkeeping Fees | $21,204 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,795 | $51,447+18.2% | $104,607-41.9% | $73,409-17.2% |
| Participation rate | 25.1% | 68.2%-43.1pp | 74.1%-48.9pp | 72.2%-47.0pp |
| Annual return | 17.19% | 25.06%-7.9pp | 340.46%-323.3pp | 59.29%-42.1pp |
| Employer contribution / active EE | $430 | $1,441-70.2% | $2,681-84.0% | $2,234-80.8% |
| Participant deferral / active EE | $1,261 | $3,058-58.8% | $3,740-66.3% | $3,805-66.9% |
| Admin fee / account holder | $303 | $122+148.5% | $6,473-95.3% | $158+92.0% |