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 | $33,379 |
NFP RETIREMENT INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $26,515 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,500 | $59,159-33.2% | $159,960-75.3% | $66,914-41.0% |
| Participation rate | 90.5% | 68.1%+22.4pp | 78.0%+12.6pp | 69.8%+20.7pp |
| Annual return | -16.59% | -12.26%-4.3pp | 408.60%-425.2pp | 1.58%-18.2pp |
| Employer contribution / active EE | $532 | $1,983-73.1% | $4,226-87.4% | $2,544-79.1% |
| Participant deferral / active EE | $5,477 | $4,395+24.6% | $6,182-11.4% | $4,237+29.3% |
| Admin fee / account holder | $234 | $591-60.4% | $8,698-97.3% | $593-60.6% |