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 INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $6,282 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,025 |
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 | $19,120 | $47,977-60.1% | $154,107-87.6% | $56,287-66.0% |
| Participation rate | 83.6% | 66.2%+17.4pp | 83.0%+0.6pp | 69.9%+13.7pp |
| Annual return | -5.54% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $388 | $2,169-82.1% | $5,298-92.7% | $2,111-81.6% |
| Participant deferral / active EE | $1,783 | $2,392-25.5% | $5,081-64.9% | $3,350-46.8% |
| Admin fee / account holder | $30 | $438-93.1% | $13,411-99.8% | $521-94.2% |