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 | $18,021 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,616 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $75,437 | $80,724-6.5% | $103,333-27.0% | $74,495+1.3% |
| Participation rate | 40.7% | 65.7%-24.9pp | 74.5%-33.8pp | 67.2%-26.5pp |
| Annual return | 15.02% | 27.56%-12.5pp | 24.88%-9.9pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,465 | $3,157-53.6% | $3,868-62.1% | $2,623-44.2% |
| Participant deferral / active EE | $4,324 | $3,860+12.0% | $5,057-14.5% | $4,346-0.5% |
| Admin fee / account holder | $328 | $2,368-86.2% | $8,355-96.1% | $1,942-83.1% |