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 10-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 INC3 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,742 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $21,025 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS - QBI Service code 13 · EIN 26-2768667 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,478 | $86,286+9.5% | $111,297-15.1% | $85,850+10.1% |
| Participation rate | 75.9% | 73.3%+2.6pp | 77.3%-1.4pp | 69.3%+6.6pp |
| Annual return | 12.48% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,451 | $3,641-5.2% | $4,487-23.1% | $3,952-12.7% |
| Admin fee / account holder | $792 | $8,188-90.3% | $7,964-90.1% | $6,260-87.3% |