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 5-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 Service code 99 · EIN 33-0905143 | Other Fees | $6,438 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,976 | $84,487-85.8% | $125,339-90.4% | $66,914-82.1% |
| Participation rate | 86.7% | 76.4%+10.3pp | 82.4%+4.3pp | 69.8%+16.9pp |
| Annual return | 7.05% | -8.39%+15.4pp | 572.05%-565.0pp | 1.58%+5.5pp |
| Employer contribution / active EE | $2,910 | $3,553-18.1% | $4,814-39.5% | $2,544+14.4% |
| Participant deferral / active EE | $4,739 | $6,781-30.1% | $7,446-36.4% | $4,237+11.9% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-99.0% |