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 6-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,840 |
NFP RETIREMENT INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $61,368 |
Form 5500 reported that benefits due were not provided when due.
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 | $46,923 | $85,135-44.9% | $98,907-52.6% | $73,409-36.1% |
| Participation rate | 94.3% | 81.1%+13.2pp | 76.0%+18.3pp | 72.2%+22.1pp |
| Annual return | 18.84% | 19.14%-0.3pp | 196.43%-177.6pp | 59.29%-40.5pp |
| Employer contribution / active EE | $2,509 | $2,721-7.8% | $2,689-6.7% | $2,234+12.3% |
| Participant deferral / active EE | $5,326 | $4,349+22.5% | $4,244+25.5% | $3,805+40.0% |
| Admin fee / account holder | $181 | $139+29.9% | $6,642-97.3% | $158+14.6% |