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 INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,502 |
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 | $78,480 | $27,827+182.0% | $65,255+20.3% | $71,457+9.8% |
| Participation rate | 88.3% | 57.6%+30.7pp | 65.0%+23.4pp | 67.9%+20.4pp |
| Annual return | 17.87% | 41.58%-23.7pp | 47.35%-29.5pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,363 | $1,405-3.0% | $1,691-19.4% | $2,588-47.3% |
| Participant deferral / active EE | $3,169 | $1,861+70.3% | $2,831+11.9% | $4,289-26.1% |
| Admin fee / account holder | $242 | $3,850-93.7% | $4,112-94.1% | $1,587-84.8% |