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 INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $11,934 |
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 | $20,484 | $91,407-77.6% | $135,903-84.9% | $71,457-71.3% |
| Participation rate | 87.3% | 75.7%+11.7pp | 81.9%+5.4pp | 67.9%+19.4pp |
| Annual return | 29.48% | 29.90%-0.4pp | 68.23%-38.8pp | 28.85%+0.6pp |
| Employer contribution / active EE | $3,930 | $3,703+6.1% | $4,856-19.1% | $2,588+51.9% |
| Participant deferral / active EE | $6,459 | $7,092-8.9% | $7,758-16.7% | $4,289+50.6% |
| Admin fee / account holder | $11 | $1,266-99.1% | $10,762-99.9% | $1,587-99.3% |