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 INC5+ years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $29,733 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,389 |
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 | $45,841 | $95,542-52.0% | $69,455-34.0% | $67,579-32.2% |
| Participation rate | 72.5% | 79.4%-6.9pp | 74.6%-2.1pp | 71.3%+1.2pp |
| Annual return | 21.85% | 17.67%+4.2pp | 28.97%-7.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $176 | $2,989-94.1% | $2,779-93.7% | $2,148-91.8% |
| Participant deferral / active EE | $1,745 | $3,263-46.5% | $3,535-50.6% | $3,539-50.7% |
| Admin fee / account holder | $112 | $90+24.4% | $3,839-97.1% | $142-21.5% |