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 | $96,708 |
NFP RETIREMENT INC5+ 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 | $56,177 | $84,784-33.7% | $98,439-42.9% | $74,419-24.5% |
| Participation rate | 96.7% | 81.5%+15.1pp | 75.2%+21.5pp | 70.7%+25.9pp |
| Annual return | 20.63% | 20.59%0pp | 21.16%-0.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $3,105 | $3,364-7.7% | $3,048+1.9% | $2,637+17.7% |
| Participant deferral / active EE | $6,747 | $5,218+29.3% | $4,738+42.4% | $4,528+49.0% |
| Admin fee / account holder | $163 | $204-20.1% | $8,948-98.2% | $348-53.0% |