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 INC1+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $10,198 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,582 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,720 | $41,854-17.0% | $73,843-53.0% | $52,331-33.7% |
| Participation rate | 77.1% | 66.2%+10.9pp | 73.4%+3.7pp | 68.1%+9.0pp |
| Annual return | -0.57% | 2.11%-2.7pp | 2267.84%-2268.4pp | 4.54%-5.1pp |
| Employer contribution / active EE | $962 | $1,920-49.9% | $2,787-65.5% | $1,882-48.9% |
| Participant deferral / active EE | $2,505 | $2,498+0.3% | $3,583-30.1% | $3,022-17.1% |
| Admin fee / account holder | $84 | $493-82.9% | $4,880-98.3% | $592-85.8% |