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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INTNL OPRTN CO. LLC Service code 37 · EIN 04-2647786 | Loan Processing | $23,732 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 49 · EIN 33-0905143 | Other Services | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,456 | $57,610-35.0% | $154,803-75.8% | $102,872-63.6% |
| Participation rate | 40.1% | 59.5%-19.3pp | 78.1%-37.9pp | 73.0%-32.9pp |
| Annual return | -33.43% | 30.49%-63.9pp | 58.88%-92.3pp | 19.06%-52.5pp |
| Employer contribution / active EE | $1,022 | $1,883-45.7% | $4,305-76.3% | $3,526-71.0% |
| Participant deferral / active EE | $2,054 | $2,914-29.5% | $5,540-62.9% | $5,535-62.9% |
| Admin fee / account holder | $28 | $368-92.4% | $14,329-99.8% | $292-90.4% |