See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,705 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,750 |
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 | $41,928 | $71,142-41.1% | $119,609-64.9% | $64,808-35.3% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -15.67% | -10.01%-5.7pp | -14.97%-0.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,486 | $2,497-40.5% | $4,232-64.9% | $2,506-40.7% |
| Participant deferral / active EE | $5,950 | $4,490+32.5% | $5,602+6.2% | $4,310+38.0% |
| Admin fee / account holder | $147 | $162-9.2% | $10,323-98.6% | $188-21.6% |