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 INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,079 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,515 |
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 | $20,286 | $55,453-63.4% | $170,442-88.1% | $62,292-67.4% |
| Participation rate | 81.0% | 66.4%+14.6pp | 83.6%-2.6pp | 69.5%+11.5pp |
| Annual return | 12.84% | 21.38%-8.5pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $352 | $2,164-83.7% | $5,433-93.5% | $2,042-82.8% |
| Participant deferral / active EE | $1,549 | $2,303-32.7% | $4,939-68.6% | $3,169-51.1% |
| Admin fee / account holder | $26 | $455-94.2% | $13,880-99.8% | $479-94.5% |