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 26 · EIN 71-0294708 | Advisory (Participants) | $22,783 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $9,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,222 | $65,435-58.4% | $86,677-68.6% | $66,914-59.3% |
| Participation rate | 58.7% | 75.5%-16.8pp | 76.6%-17.9pp | 69.8%-11.1pp |
| Annual return | -14.22% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,774 | $2,153-17.6% | $2,836-37.5% | $2,544-30.3% |
| Participant deferral / active EE | $2,951 | $4,100-28.0% | $4,656-36.6% | $4,237-30.4% |
| Admin fee / account holder | $260 | $642-59.5% | $7,493-96.5% | $593-56.2% |