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 INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $73,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-1455663 8515 EAST ORCHARD ROAD · GREENWOOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,267 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $20,735 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,559 | $37,317+11.4% | $77,024-46.0% | $77,904-46.7% |
| Participation rate | 63.2% | 46.9%+16.4pp | 67.9%-4.7pp | 73.7%-10.4pp |
| Annual return | -14.99% | -5.88%-9.1pp | 42.32%-57.3pp | 12.21%-27.2pp |
| Employer contribution / active EE | $301 | $1,218-75.3% | $2,812-89.3% | $2,848-89.4% |
| Participant deferral / active EE | $3,052 | $2,564+19.0% | $4,426-31.1% | $4,806-36.5% |
| Admin fee / account holder | $104 | $126-17.3% | $5,425-98.1% | $133-21.6% |