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 |
|---|---|---|
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $26,717 |
MARCUM LLP1 year Filed as: MARCUM WEALTH, LLC Service code 99 · EIN 20-2317470 | Other Fees | $7,822 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,412 | $77,503+7.6% | $100,391-16.9% | $80,856+3.2% |
| Participation rate | 95.2% | 76.9%+18.2pp | 81.5%+13.7pp | 67.6%+27.5pp |
| Annual return | 13.67% | 37.20%-23.5pp | 49.20%-35.5pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,929 | $2,801-31.1% | $3,942-51.1% | $2,755-30.0% |
| Participant deferral / active EE | $10,653 | $6,820+56.2% | $8,082+31.8% | $4,296+148.0% |
| Admin fee / account holder | $18 | $5,897-99.7% | $7,899-99.8% | $6,918-99.7% |