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 INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $237,942 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $220,822 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,702 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $12,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,144 | $37,317+47.8% | $77,024-28.4% | $77,904-29.2% |
| Participation rate | 43.2% | 46.9%-3.6pp | 67.9%-24.7pp | 73.7%-30.5pp |
| Annual return | -21.77% | -5.88%-15.9pp | 42.32%-64.1pp | 12.21%-34.0pp |
| Employer contribution / active EE | $1,928 | $1,218+58.3% | $2,812-31.4% | $2,848-32.3% |
| Participant deferral / active EE | $3,502 | $2,564+36.6% | $4,426-20.9% | $4,806-27.1% |
| Admin fee / account holder | $376 | $126+199.5% | $5,425-93.1% | $133+184.1% |