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 | $51,430 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $26,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,969 | $203,209-64.6% | $159,436-54.9% | - |
| Participation rate | 92.8% | 77.0%+15.7pp | 82.8%+9.9pp | - |
| Annual return | 21.41% | 10.23%+11.2pp | 263.57%-242.2pp | - |
| Employer contribution / active EE | $2,855 | $2,919-2.2% | $4,829-40.9% | - |
| Participant deferral / active EE | $8,346 | $5,954+40.2% | $7,352+13.5% | - |
| Admin fee / account holder | $262 | $10,627-97.5% | $10,799-97.6% | - |