See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,315 |
NFP RETIREMENT INC6+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,579 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,976 | $77,314-35.4% | $177,989-71.9% | $80,856-38.2% |
| Participation rate | 92.6% | 65.7%+26.9pp | 77.1%+15.6pp | 67.6%+25.0pp |
| Annual return | 14.06% | 18.09%-4.0pp | 294.48%-280.4pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,041 | $2,292-11.0% | $3,949-48.3% | $2,755-25.9% |
| Participant deferral / active EE | $12,313 | $4,411+179.2% | $6,276+96.2% | $4,296+186.6% |
| Admin fee / account holder | $247 | $7,191-96.6% | $10,363-97.6% | $6,918-96.4% |