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 INC4 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $778 |
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 | $109,851 | $58,879+86.6% | $178,490-38.5% | $73,488+49.5% |
| Participation rate | 52.1% | 66.2%-14.1pp | 81.9%-29.8pp | 70.7%-18.5pp |
| Annual return | 17.87% | 24.86%-7.0pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $374 | $2,236-83.3% | $5,011-92.5% | $2,270-83.5% |
| Participant deferral / active EE | $1,892 | $2,567-26.3% | $5,202-63.6% | $3,740-49.4% |
| Admin fee / account holder | $203 | $400-49.4% | $13,984-98.6% | $513-60.5% |