See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,112 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
WRIGHT FORD YOUNG & CO4 years Service code 10 · EIN 95-3288054 | Accounting | $12,750 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,629 | $71,142-33.1% | $119,609-60.2% | $64,808-26.5% |
| Participation rate | 97.1% | 78.6%+18.5pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -17.76% | -10.01%-7.7pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,080 | $2,497-56.8% | $4,232-74.5% | $2,506-56.9% |
| Participant deferral / active EE | $5,154 | $4,490+14.8% | $5,602-8.0% | $4,310+19.6% |
| Admin fee / account holder | $171 | $162+5.7% | $10,323-98.3% | $188-8.7% |