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 INC3+ years Filed as: NFP ADVISORY SERVICES, LLC Service code 27 · EIN 13-4029115 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,293 |
SAMET & COMPANY PC3+ years Filed as: SAMET & COMPANY Service code 10 · EIN 04-1384230 | Accounting | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,219 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,804 | $37,591+43.1% | $90,645-40.6% | $55,725-3.4% |
| Participation rate | 94.6% | 66.4%+28.2pp | 74.0%+20.5pp | 70.9%+23.7pp |
| Annual return | -2.54% | -3.20%+0.7pp | 1.88%-4.4pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,340 | $1,302+3.0% | $2,532-47.1% | $2,078-35.5% |
| Participant deferral / active EE | $4,824 | $2,643+82.5% | $3,425+40.9% | $3,356+43.8% |
| Admin fee / account holder | $117 | $100+17.5% | $4,994-97.6% | $115+2.0% |