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 | $58,162 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,713 | $82,202-42.0% | $125,339-61.9% | $64,808-26.4% |
| Participation rate | 95.0% | 77.9%+17.2pp | 82.4%+12.7pp | 71.5%+23.6pp |
| Annual return | -10.74% | 3.48%-14.2pp | 572.05%-582.8pp | 32.82%-43.6pp |
| Employer contribution / active EE | $2,577 | $3,615-28.7% | $4,814-46.5% | $2,506+2.8% |
| Participant deferral / active EE | $7,393 | $7,175+3.0% | $7,446-0.7% | $4,310+71.5% |
| Admin fee / account holder | $203 | $163+24.1% | $10,010-98.0% | $188+7.8% |