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 INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $4,834 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,545 | $59,417+50.7% | $93,606-4.3% | $74,495+20.2% |
| Participation rate | 80.9% | 59.7%+21.3pp | 68.7%+12.2pp | 67.2%+13.7pp |
| Annual return | 10.47% | 81.83%-71.4pp | 133.20%-122.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,690 | $1,264+33.7% | $2,420-30.2% | $2,623-35.6% |
| Participant deferral / active EE | $4,201 | $3,050+37.7% | $4,411-4.8% | $4,346-3.3% |
| Admin fee / account holder | $117 | $3,021-96.1% | $8,285-98.6% | $1,942-94.0% |