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 INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,231 |
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 | $87,809 | $54,701+60.5% | $86,188+1.9% | $71,457+22.9% |
| Participation rate | 78.9% | 60.1%+18.8pp | 69.0%+10.0pp | 67.9%+11.0pp |
| Annual return | 17.56% | 20.06%-2.5pp | 1168.45%-1150.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,545 | $1,265+22.1% | $2,380-35.1% | $2,588-40.3% |
| Participant deferral / active EE | $3,647 | $3,108+17.3% | $3,985-8.5% | $4,289-15.0% |
| Admin fee / account holder | $107 | $1,922-94.4% | $6,852-98.4% | $1,587-93.2% |