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 INC1 year Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $19,411 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,903 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,570 | $48,576-70.0% | $169,463-91.4% | $56,287-74.1% |
| Participation rate | 88.0% | 65.8%+22.2pp | 77.8%+10.3pp | 69.9%+18.2pp |
| Annual return | -5.76% | -2.51%-3.2pp | 1.83%-7.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $679 | $1,559-56.4% | $4,159-83.7% | $2,111-67.8% |
| Participant deferral / active EE | $3,801 | $3,275+16.0% | $5,277-28.0% | $3,350+13.5% |
| Admin fee / account holder | $58 | $435-86.6% | $9,109-99.4% | $521-88.8% |