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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,292 |
LTSP, INC.1 year Filed as: LTSP INC Service code 16 · EIN 95-3864890 | Consulting | $5,303 |
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 | $66,420 | $88,122-24.6% | $141,162-52.9% | $67,579-1.7% |
| Participation rate | 92.0% | 76.5%+15.5pp | 82.5%+9.5pp | 71.3%+20.7pp |
| Annual return | 19.74% | 75.40%-55.7pp | 71.39%-51.7pp | 378.56%-358.8pp |
| Employer contribution / active EE | $988 | $3,224-69.4% | $4,735-79.1% | $2,148-54.0% |
| Participant deferral / active EE | $5,608 | $5,958-5.9% | $6,709-16.4% | $3,539+58.5% |
| Admin fee / account holder | $154 | $131+17.7% | $10,261-98.5% | $142+8.3% |