See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,040 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $12,718 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,639 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,160 | $76,670-8.5% | $96,683-27.4% | $71,457-1.8% |
| Participation rate | 40.7% | 66.6%-25.9pp | 74.3%-33.7pp | 67.9%-27.2pp |
| Annual return | 24.69% | 48.29%-23.6pp | 35.69%-11.0pp | 28.85%-4.2pp |
| Employer contribution / active EE | $323 | $3,031-89.3% | $3,737-91.4% | $2,588-87.5% |
| Participant deferral / active EE | $4,251 | $3,771+12.7% | $4,878-12.9% | $4,289-0.9% |
| Admin fee / account holder | $295 | $2,028-85.5% | $6,730-95.6% | $1,587-81.4% |