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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $78,187 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,850 |
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 | $62,486 | $58,320+7.1% | $86,436-27.7% | $66,914-6.6% |
| Participation rate | 92.5% | 78.6%+13.9pp | 80.3%+12.2pp | 69.8%+22.7pp |
| Annual return | -18.73% | -9.71%-9.0pp | 4394.89%-4413.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $1,065 | $2,615-59.3% | $3,769-71.7% | $2,544-58.1% |
| Participant deferral / active EE | $8,270 | $6,899+19.9% | $6,952+19.0% | $4,237+95.2% |
| Admin fee / account holder | $35 | $546-93.6% | $6,731-99.5% | $593-94.1% |