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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.
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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 26 · EIN 58-1625031 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $46,613 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $34,602 |
Service code 13 · EIN 47-1637791 1373 VETERANS HIGHWAY · HAUPPAUGE, NY 11788 | Contract Administrator | $6,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,075 | $44,960+55.9% | $84,966-17.5% | $74,495-5.9% |
| Participation rate | 79.7% | 49.4%+30.3pp | 67.5%+12.2pp | 67.2%+12.5pp |
| Annual return | 15.31% | 26.24%-10.9pp | 66.38%-51.1pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $7,395 | $1,457+407.5% | $2,727+171.2% | $2,623+181.9% |
| Participant deferral / active EE | $11,061 | $2,731+305.0% | $4,519+144.7% | $4,346+154.5% |
| Admin fee / account holder | $315 | $2,209-85.8% | $6,149-94.9% | $1,942-83.8% |