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 13 · EIN 06-1050034 | Contract Administrator | $155,461 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES, LLP Service code 27 · EIN 47-1566880 | Advisory (Plan) | $7,500 |
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 | $22,443 | $43,466-48.4% | $90,951-75.3% | $90,288-75.1% |
| Participation rate | 91.6% | 62.5%+29.1pp | 69.0%+22.6pp | 73.4%+18.2pp |
| Annual return | 21.99% | 25.26%-3.3pp | 134.60%-112.6pp | 53.97%-32.0pp |
| Employer contribution / active EE | $878 | $840+4.5% | $2,122-58.6% | $2,524-65.2% |
| Participant deferral / active EE | $2,394 | $2,138+12.0% | $3,373-29.0% | $4,232-43.4% |
| Admin fee / account holder | $75 | $92-18.7% | $5,959-98.7% | $114-34.5% |