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 | $82,123 |
NFP RETIREMENT INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,000 |
WRIGHT FORD YOUNG & CO5 years Service code 10 · EIN 95-3288054 | Accounting | $13,750 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,432 | $91,372-36.0% | $129,995-55.1% | $74,419-21.5% |
| Participation rate | 98.7% | 77.8%+20.9pp | 78.5%+20.2pp | 70.7%+27.9pp |
| Annual return | 18.46% | 23.21%-4.8pp | -137.18%+155.6pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,915 | $2,563+13.7% | $4,320-32.5% | $2,637+10.5% |
| Participant deferral / active EE | $5,848 | $4,721+23.9% | $5,820+0.5% | $4,528+29.1% |
| Admin fee / account holder | $168 | $283-40.8% | $10,614-98.4% | $348-51.7% |