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 | $40,699 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,425 |
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 | $24,673 | $56,503-56.3% | $70,092-64.8% | $64,808-61.9% |
| Participation rate | 95.6% | 70.5%+25.2pp | 70.5%+25.2pp | 71.5%+24.2pp |
| Annual return | -17.39% | -13.44%-3.9pp | 190.73%-208.1pp | 32.82%-50.2pp |
| Employer contribution / active EE | $1,490 | $2,046-27.2% | $2,559-41.8% | $2,506-40.5% |
| Participant deferral / active EE | $2,708 | $3,389-20.1% | $3,849-29.6% | $4,310-37.2% |
| Admin fee / account holder | $219 | $160+36.8% | $6,267-96.5% | $188+16.8% |