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 37 · EIN 04-2647786 | Loan Processing | $15,171 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $11,822 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,174 | $64,119+0.1% | $112,228-42.8% | $66,914-4.1% |
| Participation rate | 37.7% | 68.5%-30.8pp | 75.1%-37.4pp | 69.8%-32.1pp |
| Annual return | -12.87% | -13.81%+0.9pp | 27.45%-40.3pp | 1.58%-14.5pp |
| Employer contribution / active EE | $296 | $3,005-90.2% | $3,635-91.9% | $2,544-88.4% |
| Participant deferral / active EE | $4,052 | $3,693+9.7% | $4,728-14.3% | $4,237-4.4% |
| Admin fee / account holder | $313 | $625-50.0% | $6,410-95.1% | $593-47.3% |