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 10-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 | $114,910 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,861 | $110,282-53.9% | $102,438-50.4% | $199,768-74.5% |
| Participation rate | 67.0% | 86.3%-19.2pp | 76.5%-9.5pp | 72.0%-5.0pp |
| Annual return | -6.57% | 35.75%-42.3pp | 29.37%-35.9pp | 34.26%-40.8pp |
| Employer contribution / active EE | $2,919 | $3,603-19.0% | $3,024-3.5% | $3,037-3.9% |
| Participant deferral / active EE | $7,103 | $6,376+11.4% | $5,054+40.5% | $5,090+39.6% |
| Admin fee / account holder | $128 | $122+4.5% | $9,448-98.6% | $269-52.5% |