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 INC2+ years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $22,598 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,388 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,071 | $68,408-48.7% | $57,179-38.7% | $57,658-39.2% |
| Participation rate | 73.7% | 79.1%-5.4pp | 75.3%-1.6pp | 70.2%+3.5pp |
| Annual return | 10.20% | 8.51%+1.7pp | 14.59%-4.4pp | 5.13%+5.1pp |
| Employer contribution / active EE | $214 | $2,869-92.5% | $2,682-92.0% | $1,974-89.1% |
| Participant deferral / active EE | $2,016 | $2,903-30.6% | $3,096-34.9% | $3,061-34.1% |
| Admin fee / account holder | $84 | $70+21.2% | $3,139-97.3% | $95-10.7% |