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 | $86,600 |
NFP RETIREMENT INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
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 | $41,012 | $81,908-49.9% | $90,749-54.8% | $64,808-36.7% |
| Participation rate | 96.9% | 80.5%+16.5pp | 75.7%+21.3pp | 71.5%+25.5pp |
| Annual return | -16.45% | -12.53%-3.9pp | -12.16%-4.3pp | 32.82%-49.3pp |
| Employer contribution / active EE | $3,009 | $3,065-1.8% | $2,921+3.0% | $2,506+20.1% |
| Participant deferral / active EE | $6,362 | $4,840+31.4% | $4,564+39.4% | $4,310+47.6% |
| Admin fee / account holder | $145 | $157-7.4% | $8,445-98.3% | $188-22.5% |