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 INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $16,398 |
BENEFIT STRATEGIES, INC.2 years Service code 15 · EIN 95-4502094 | Recordkeeping | $3,353 |
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 | $28,101 | $58,655-52.1% | $91,989-69.5% | $65,185-56.9% |
| Participation rate | 96.8% | 75.3%+21.6pp | 78.6%+18.2pp | 70.2%+26.6pp |
| Annual return | 33.04% | 33.92%-0.9pp | 69.02%-36.0pp | 29.38%+3.7pp |
| Employer contribution / active EE | $1,765 | $2,080-15.2% | $3,452-48.9% | $2,177-18.9% |
| Participant deferral / active EE | $8,534 | $5,474+55.9% | $5,923+44.1% | $3,514+142.9% |
| Admin fee / account holder | $61 | $434-85.9% | $7,743-99.2% | $847-92.8% |