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 3-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 |
|---|---|---|
NFP RETIREMENT INC2+ years Service code 99 · EIN 33-0905143 | Other Fees | $91,665 |
Filed as: ACCELERATE INVESTMENT ADVISORS, LLC Service code 99 · EIN 92-2678185 | Other Fees | $15,120 |
NPPG2+ years Filed as: NPPG PLAN PROFESSIONALS Service code 99 · EIN 85-3213245 | Other Fees | $11,995 |
Filed as: KESTRA ADVISORY Service code 99 | Other Fees | $1,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,727 | $40,278-61.0% | $80,569-80.5% | $80,160-80.4% |
| Participation rate | 57.5% | 47.5%+10.0pp | 67.0%-9.5pp | 72.9%-15.4pp |
| Annual return | 193.06% | 50.86%+142.2pp | 935.43%-742.4pp | 40.38%+152.7pp |
| Employer contribution / active EE | $775 | $1,332-41.8% | $2,723-71.5% | $2,978-74.0% |
| Participant deferral / active EE | $2,617 | $2,696-2.9% | $4,447-41.2% | $5,017-47.8% |
| Admin fee / account holder | $122 | $210-42.2% | $5,377-97.7% | $145-16.1% |