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 INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,381 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,635 | $95,274-13.3% | $135,903-39.2% | $74,419+11.0% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 16.88% | 32.77%-15.9pp | 68.23%-51.4pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,232 | $3,874-68.2% | $4,856-74.6% | $2,637-53.3% |
| Participant deferral / active EE | $7,150 | $7,782-8.1% | $7,758-7.8% | $4,528+57.9% |
| Admin fee / account holder | $89 | $266-66.7% | $10,762-99.2% | $348-74.5% |