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 INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,799 |
LTSP, INC.2 years Service code 10 · EIN 95-3864890 | Accounting | $9,062 |
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).
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 | $90,735 | $104,475-13.2% | $159,436-43.1% | $79,386+14.3% |
| Participation rate | 95.6% | 76.6%+19.0pp | 82.8%+12.8pp | 70.7%+24.9pp |
| Annual return | 12.41% | 67.95%-55.5pp | 263.57%-251.2pp | 116.85%-104.4pp |
| Employer contribution / active EE | $1,238 | $3,417-63.8% | $4,829-74.4% | $2,427-49.0% |
| Participant deferral / active EE | $6,938 | $6,467+7.3% | $7,352-5.6% | $4,046+71.5% |
| Admin fee / account holder | $171 | $711-76.0% | $10,799-98.4% | $626-72.8% |