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 15 · EIN 20-3886993 | Recordkeeping | $281,906 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $254,206 |
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $60,553 |
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).
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 | $75,933 | $44,897+69.1% | $84,966-10.6% | $199,593-62.0% |
| Participation rate | 47.1% | 45.7%+1.4pp | 67.5%-20.4pp | 72.0%-24.9pp |
| Annual return | 13.00% | 20.96%-8.0pp | 66.38%-53.4pp | 34.25%-21.3pp |
| Employer contribution / active EE | $2,704 | $1,365+98.0% | $2,727-0.8% | $3,034-10.9% |
| Participant deferral / active EE | $3,991 | $2,668+49.6% | $4,519-11.7% | $5,087-21.5% |
| Admin fee / account holder | $365 | $584-37.5% | $6,149-94.1% | $269+35.8% |