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 INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $5,629 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,251 | $56,199-1.7% | $67,652-18.3% | $59,632-7.3% |
| Participation rate | 69.6% | 71.5%-1.9pp | 75.7%-6.1pp | 68.7%+0.9pp |
| Annual return | 0.77% | 18505.31%-18504.5pp | 6625.04%-6624.3pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,265 | $1,614-21.6% | $2,266-44.1% | $2,203-42.6% |
| Participant deferral / active EE | $5,129 | $2,844+80.4% | $3,560+44.1% | $3,192+60.7% |
| Admin fee / account holder | $39 | $3,958-99.0% | $4,821-99.2% | $4,297-99.1% |