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 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,352 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 37 · EIN 71-0294708 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,812 | $37,196+119.9% | $154,107-46.9% | $55,725+46.8% |
| Participation rate | 17.7% | 64.1%-46.4pp | 83.0%-65.3pp | 70.9%-53.2pp |
| Annual return | -5.06% | 1319.68%-1324.7pp | 735.12%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $387 | $1,614-76.0% | $5,298-92.7% | $2,078-81.4% |
| Participant deferral / active EE | $682 | $2,068-67.0% | $5,081-86.6% | $3,356-79.7% |
| Admin fee / account holder | $160 | $102+57.2% | $13,411-98.8% | $115+38.7% |