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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $126,345 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 26 · EIN 33-0905143 | Advisory (Participants) | $68,750 |
JEFFREY L. OFFHAUS CPA, LLC3 years Filed as: JEFFREY L OFFHAUS CPA, LLC Service code 10 · EIN 20-2368569 | Accounting | $13,175 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,044 | $122,186+16.3% | $146,958-3.3% | $199,593-28.8% |
| Participation rate | 96.9% | 78.3%+18.7pp | 82.2%+14.8pp | 72.0%+25.0pp |
| Annual return | 22.12% | 30.56%-8.4pp | 418.34%-396.2pp | 34.25%-12.1pp |
| Employer contribution / active EE | $2,857 | $4,093-30.2% | $4,933-42.1% | $3,034-5.8% |
| Participant deferral / active EE | $11,194 | $8,502+31.7% | $8,070+38.7% | $5,087+120.1% |
| Admin fee / account holder | $108 | $179-39.5% | $12,998-99.2% | $269-59.8% |