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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,210 |
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 | $107,120 | $49,138+118.0% | $84,015+27.5% | $65,185+64.3% |
| Participation rate | 87.6% | 60.7%+26.9pp | 69.0%+18.6pp | 70.2%+17.4pp |
| Annual return | 20.49% | 23.00%-2.5pp | 71.31%-50.8pp | 29.38%-8.9pp |
| Employer contribution / active EE | $2,019 | $914+121.0% | $1,983+1.8% | $2,177-7.2% |
| Participant deferral / active EE | $4,685 | $2,397+95.5% | $3,239+44.7% | $3,514+33.3% |
| Admin fee / account holder | $154 | $543-71.7% | $6,101-97.5% | $847-81.9% |