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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $145,184 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $41,825 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,819 | $40,278+63.4% | $80,569-18.3% | $80,160-17.9% |
| Participation rate | 47.9% | 47.5%+0.4pp | 67.0%-19.1pp | 72.9%-25.0pp |
| Annual return | 21.40% | 50.86%-29.5pp | 935.43%-914.0pp | 40.38%-19.0pp |
| Employer contribution / active EE | $2,353 | $1,332+76.6% | $2,723-13.6% | $2,978-21.0% |
| Participant deferral / active EE | $3,998 | $2,696+48.3% | $4,447-10.1% | $5,017-20.3% |
| Admin fee / account holder | $449 | $210+113.4% | $5,377-91.7% | $145+209.8% |