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 | $49,123 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,000 |
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 | $37,397 | $66,457-43.7% | $81,382-54.0% | $77,643-51.8% |
| Participation rate | 95.4% | 68.7%+26.7pp | 69.5%+25.9pp | 70.6%+24.9pp |
| Annual return | 13.46% | 15.93%-2.5pp | 24.73%-11.3pp | 31.24%-17.8pp |
| Employer contribution / active EE | $2,396 | $2,159+11.0% | $2,463-2.7% | $2,726-12.1% |
| Participant deferral / active EE | $3,269 | $3,679-11.1% | $3,883-15.8% | $4,647-29.7% |
| Admin fee / account holder | $242 | $583-58.4% | $5,768-95.8% | $430-43.7% |