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 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,913 |
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 | $91,053 | $62,928+44.7% | $172,739-47.3% | $67,579+34.7% |
| Participation rate | 25.8% | 64.5%-38.7pp | 82.6%-56.9pp | 71.3%-45.5pp |
| Annual return | 20.68% | 30.36%-9.7pp | 802.84%-782.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $301 | $1,636-81.6% | $5,143-94.1% | $2,148-86.0% |
| Participant deferral / active EE | $883 | $2,145-58.8% | $5,198-83.0% | $3,539-75.1% |
| Admin fee / account holder | $136 | $167-18.5% | $13,954-99.0% | $142-4.5% |