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 7-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 | $37,114 |
NFP RETIREMENT INC7+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,890 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,370 | $79,171+76.0% | $102,423+36.1% | $74,495+87.1% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 18.35% | 54.93%-36.6pp | 29.32%-11.0pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $5,399 | $2,362+128.6% | $3,023+78.6% | $2,623+105.8% |
| Participant deferral / active EE | $13,685 | $4,415+210.0% | $5,053+170.8% | $4,346+214.9% |
| Admin fee / account holder | $365 | $2,001-81.8% | $9,451-96.1% | $1,942-81.2% |