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 | $35,696 |
NFP RETIREMENT INC5+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $26,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,786 | $70,669-18.2% | $169,368-65.9% | $75,163-23.1% |
| Participation rate | 92.1% | 64.8%+27.3pp | 77.1%+14.9pp | 67.2%+24.9pp |
| Annual return | 16.69% | 36.36%-19.7pp | 405.60%-388.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,205 | $2,211-0.2% | $4,013-45.0% | $2,670-17.4% |
| Participant deferral / active EE | $15,913 | $4,311+269.2% | $6,221+155.8% | $4,125+285.7% |
| Admin fee / account holder | $335 | $5,402-93.8% | $9,003-96.3% | $5,651-94.1% |