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 9-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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $10,891 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,267 | $59,186-45.5% | $76,768-58.0% | $56,287-42.7% |
| Participation rate | 80.9% | 75.2%+5.7pp | 77.0%+3.9pp | 69.9%+11.0pp |
| Annual return | 13.01% | 6.62%+6.4pp | 2.43%+10.6pp | -9.96%+23.0pp |
| Employer contribution / active EE | $847 | $1,759-51.9% | $2,485-65.9% | $2,111-59.9% |
| Participant deferral / active EE | $2,369 | $3,255-27.2% | $3,852-38.5% | $3,350-29.3% |
| Admin fee / account holder | $99 | $489-79.9% | $6,675-98.5% | $521-81.1% |