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 |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,486 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,085 | $80,753+110.6% | $136,294+24.8% | $62,292+173.0% |
| Participation rate | 74.7% | 73.5%+1.2pp | 81.9%-7.2pp | 69.5%+5.2pp |
| Annual return | 15.58% | 35.83%-20.3pp | 5155.94%-5140.4pp | 28.90%-13.3pp |
| Employer contribution / active EE | $3,679 | $2,884+27.6% | $4,695-21.7% | $2,042+80.1% |
| Participant deferral / active EE | $3,122 | $5,164-39.5% | $6,247-50.0% | $3,169-1.5% |
| Admin fee / account holder | $14 | $525-97.3% | $9,243-99.8% | $479-97.0% |