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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $41,157 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 26 · EIN 33-0905143 | Advisory (Participants) | $16,186 |
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 | $45,743 | $50,815-10.0% | $155,509-70.6% | $77,643-41.1% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 14.21% | 34.80%-20.6pp | 64.67%-50.5pp | 31.24%-17.0pp |
| Employer contribution / active EE | $1,205 | $1,993-39.5% | $4,672-74.2% | $2,726-55.8% |
| Participant deferral / active EE | $3,475 | $2,822+23.2% | $5,626-38.2% | $4,647-25.2% |
| Admin fee / account holder | $144 | $437-67.0% | $15,912-99.1% | $430-66.5% |