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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,616 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $92,422 | $54,573+69.4% | $90,951+1.6% | $73,488+25.8% |
| Participation rate | 79.5% | 61.2%+18.4pp | 69.0%+10.5pp | 70.7%+8.8pp |
| Annual return | 11.57% | 16.69%-5.1pp | 134.60%-123.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,701 | $991+71.6% | $2,122-19.8% | $2,270-25.1% |
| Participant deferral / active EE | $4,134 | $2,517+64.3% | $3,373+22.6% | $3,740+10.6% |
| Admin fee / account holder | $125 | $521-76.0% | $5,959-97.9% | $513-75.6% |