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 INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $54,785 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $9,420 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,520 | $50,106+42.7% | $70,014+2.2% | $57,658+24.0% |
| Participation rate | 69.1% | 70.9%-1.8pp | 71.8%-2.7pp | 70.2%-1.1pp |
| Annual return | 7.47% | 14.58%-7.1pp | 12.99%-5.5pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,104 | $1,739-36.5% | $2,338-52.8% | $1,974-44.1% |
| Participant deferral / active EE | $2,984 | $2,486+20.1% | $2,931+1.8% | $3,061-2.5% |
| Admin fee / account holder | $299 | $89+235.0% | $4,380-93.2% | $95+216.0% |