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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,452 |
BATES COUGHTRY REISS LLP4 years Filed as: BATES, CAUGHTRY REISS LLP Service code 10 · EIN 95-3037112 | Accounting | $16,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,262 | $79,171+91.1% | $102,423+47.7% | $74,495+103.1% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 12.25% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $7,142 | $2,362+202.3% | $3,023+136.2% | $2,623+172.3% |
| Participant deferral / active EE | $6,208 | $4,415+40.6% | $5,053+22.9% | $4,346+42.9% |
| Admin fee / account holder | $441 | $2,001-78.0% | $9,451-95.3% | $1,942-77.3% |