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 | $67,592 |
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,168 | $95,274-40.0% | $135,903-57.9% | $74,419-23.2% |
| Participation rate | 95.1% | 78.2%+16.9pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 25.90% | 32.77%-6.9pp | 68.23%-42.3pp | 34.38%-8.5pp |
| Employer contribution / active EE | $2,842 | $3,874-26.6% | $4,856-41.5% | $2,637+7.8% |
| Participant deferral / active EE | $8,028 | $7,782+3.2% | $7,758+3.5% | $4,528+77.3% |
| Admin fee / account holder | $198 | $266-25.6% | $10,762-98.2% | $348-43.1% |