See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,757 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $35,288 |
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 | $28,007 | $66,528-57.9% | $86,874-67.8% | $86,799-67.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 71.6%+28.4pp | 72.3%+27.7pp |
| Annual return | 16.53% | 19.56%-3.0pp | 63.52%-47.0pp | 97.91%-81.4pp |
| Employer contribution / active EE | $1,692 | $2,007-15.7% | $2,495-32.2% | $2,405-29.7% |
| Participant deferral / active EE | $2,461 | $3,240-24.0% | $3,699-33.5% | $4,131-40.4% |
| Admin fee / account holder | $248 | $148+67.1% | $5,828-95.8% | $170+46.0% |