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 26 · EIN 33-0905143 | Advisory (Participants) | $26,406 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,022 |
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 | $38,445 | $74,552-48.4% | $62,995-39.0% | $69,631-44.8% |
| Participation rate | 71.4% | 78.3%-6.9pp | 74.8%-3.5pp | 70.7%+0.7pp |
| Annual return | 18.06% | 15.77%+2.3pp | 87.57%-69.5pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $173 | $2,929-94.1% | $2,759-93.7% | $2,032-91.5% |
| Participant deferral / active EE | $1,558 | $2,974-47.6% | $3,329-53.2% | $3,224-51.7% |
| Admin fee / account holder | $96 | $59+61.3% | $3,600-97.3% | $110-13.2% |