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 |
|---|---|---|
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,548 |
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 | $30,986 | $69,823-55.6% | $77,163-59.8% | $74,419-58.4% |
| Participation rate | 96.4% | 70.0%+26.4pp | 69.6%+26.8pp | 70.7%+25.7pp |
| Annual return | 16.52% | 19.98%-3.5pp | 37.87%-21.3pp | 34.38%-17.9pp |
| Employer contribution / active EE | $2,413 | $2,150+12.2% | $2,535-4.8% | $2,637-8.5% |
| Participant deferral / active EE | $2,894 | $3,558-18.6% | $3,833-24.5% | $4,528-36.1% |
| Admin fee / account holder | $224 | $398-43.6% | $5,472-95.9% | $348-35.6% |