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 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,929 |
LTSP, INC.1 year Filed as: LTSP INC. Service code 16 · EIN 95-3864890 | Consulting | $5,470 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,962 | $75,388-29.7% | $123,544-57.1% | $55,725-5.0% |
| Participation rate | 86.9% | 75.7%+11.2pp | 82.3%+4.6pp | 70.9%+16.0pp |
| Annual return | -6.26% | 4.48%-10.7pp | 119.20%-125.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $959 | $3,063-68.7% | $4,628-79.3% | $2,078-53.9% |
| Participant deferral / active EE | $5,305 | $5,651-6.1% | $6,426-17.4% | $3,356+58.1% |
| Admin fee / account holder | $152 | $120+26.9% | $9,284-98.4% | $115+31.9% |