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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping fees... | $31,854 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,291 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,684 | $45,031-76.3% | $84,966-87.4% | $77,643-86.2% |
| Participation rate | 79.9% | 48.7%+31.2pp | 67.5%+12.4pp | 70.6%+9.4pp |
| Annual return | 10.20% | 79.22%-69.0pp | 66.38%-56.2pp | 31.24%-21.0pp |
| Employer contribution / active EE | $813 | $1,609-49.5% | $2,727-70.2% | $2,726-70.2% |
| Participant deferral / active EE | $1,496 | $2,807-46.7% | $4,519-66.9% | $4,647-67.8% |
| Admin fee / account holder | $101 | $912-88.9% | $6,149-98.4% | $430-76.4% |