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 8-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $131,737 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $113,470 |
CARON & BLETZER, PLLC4+ years Service code 10 · EIN 04-3499945 | Accounting | $15,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,564 |
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 | $104,540 | $176,491-40.8% | $95,952+9.0% | $90,288+15.8% |
| Participation rate | 93.7% | 86.6%+7.1pp | 77.1%+16.6pp | 73.4%+20.3pp |
| Annual return | 28.56% | 20.14%+8.4pp | 91.61%-63.1pp | 53.97%-25.4pp |
| Employer contribution / active EE | $5,673 | $2,789+103.4% | $2,541+123.2% | $2,524+124.7% |
| Participant deferral / active EE | $7,531 | $5,340+41.1% | $4,167+80.7% | $4,232+78.0% |
| Admin fee / account holder | $104 | $154-32.6% | $6,795-98.5% | $114-9.0% |