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 RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,402 |
Filed as: TRANSAMERICA RET. SOLUTIONS, LLC Service code 15 · EIN 13-3689044 | Recordkeeping | $2,341 |
BENEFIT STRATEGIES, INC.1 year Service code 15 · EIN 95-4502094 | Recordkeeping | $750 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,220 | $61,214-65.3% | $83,333-74.5% | $56,287-62.3% |
| Participation rate | 88.4% | 72.6%+15.8pp | 77.8%+10.6pp | 69.9%+18.5pp |
| Annual return | 1.17% | 0.42%+0.8pp | 10.63%-9.5pp | -9.96%+11.1pp |
| Employer contribution / active EE | $1,732 | $1,925-10.0% | $3,379-48.7% | $2,111-17.9% |
| Participant deferral / active EE | $8,767 | $5,091+72.2% | $5,565+57.5% | $3,350+161.7% |
| Admin fee / account holder | $90 | $512-82.5% | $7,510-98.8% | $521-82.8% |