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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,223 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $19,296 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $12,500 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $7,038 |
Employer contribution per participant 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 | $78,825 | $82,978-5.0% | $129,995-39.4% | $71,457+10.3% |
| Participation rate | 91.4% | 74.1%+17.3pp | 78.5%+12.9pp | 67.9%+23.4pp |
| Annual return | 18.48% | 20.60%-2.1pp | -137.18%+155.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $671 | $2,622-74.4% | $4,320-84.5% | $2,588-74.1% |
| Participant deferral / active EE | $7,560 | $4,432+70.6% | $5,820+29.9% | $4,289+76.3% |
| Admin fee / account holder | $277 | $1,729-84.0% | $10,614-97.4% | $1,587-82.5% |