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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,738 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,821 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,605 | $61,473-56.7% | $81,930-67.5% | $73,409-63.8% |
| Participation rate | 92.8% | 72.4%+20.4pp | 72.0%+20.8pp | 72.2%+20.7pp |
| Annual return | 12.82% | 28.26%-15.4pp | 29.49%-16.7pp | 59.29%-46.5pp |
| Employer contribution / active EE | $1,639 | $1,898-13.6% | $4,310-62.0% | $2,234-26.6% |
| Participant deferral / active EE | $2,481 | $3,080-19.5% | $7,107-65.1% | $3,805-34.8% |
| Admin fee / account holder | $217 | $125+73.3% | $5,158-95.8% | $158+37.7% |