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 | $50,820-10.0% | $155,567-70.6% | $77,671-41.1% |
| Participation rate | 89.1% | 63.1%+26.0pp | 78.2%+10.9pp | 70.6%+18.5pp |
| Annual return | 14.21% | 34.85%-20.6pp | 64.74%-50.5pp | 31.21%-17.0pp |
| Employer contribution / active EE | $1,205 | $1,993-39.5% | $4,674-74.2% | $2,726-55.8% |
| Participant deferral / active EE | $3,475 | $2,823+23.1% | $5,628-38.2% | $4,648-25.2% |
| Admin fee / account holder | $144 | $436-66.9% | $15,916-99.1% | $430-66.5% |