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 26 · EIN 33-0905143 | Advisory (Participants) | $17,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,159 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,527 | $46,292+86.9% | $143,757-39.8% | $64,808+33.5% |
| Participation rate | 37.5% | 64.2%-26.7pp | 80.3%-42.8pp | 71.5%-33.9pp |
| Annual return | -16.61% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.4pp |
| Employer contribution / active EE | $496 | $1,910-74.0% | $4,951-90.0% | $2,506-80.2% |
| Participant deferral / active EE | $1,610 | $2,646-39.1% | $5,637-71.4% | $4,310-62.6% |
| Admin fee / account holder | $119 | $154-22.3% | $14,673-99.2% | $188-36.4% |