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 | $21,225 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,644 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,344 | $56,972-27.4% | $182,532-77.3% | $65,185-36.6% |
| Participation rate | 85.9% | 66.5%+19.3pp | 78.0%+7.9pp | 70.2%+15.7pp |
| Annual return | 23.95% | 27.67%-3.7pp | 148.54%-124.6pp | 29.38%-5.4pp |
| Employer contribution / active EE | $827 | $1,615-48.8% | $4,076-79.7% | $2,177-62.0% |
| Participant deferral / active EE | $4,561 | $3,526+29.3% | $5,524-17.4% | $3,514+29.8% |
| Admin fee / account holder | $191 | $528-63.7% | $8,592-97.8% | $847-77.4% |