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 INC7 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $43,278 |
TIAA11+ years Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $33,833 |
FLEXPATH STRATEGIES, LLC5 years Filed as: FLEXPATH STRATEGIES LLC Service code 27 · EIN 46-4782313 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,856 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,058 | $96,018-4.1% | $65,493+40.6% | $85,563+7.6% |
| Participation rate | 88.0% | 74.8%+13.2pp | 73.1%+14.9pp | 66.0%+22.0pp |
| Annual return | 12.44% | 14.51%-2.1pp | 982.45%-970.0pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,396 | $3,235-56.9% | $2,574-45.8% | $2,654-47.4% |
| Participant deferral / active EE | $2,088 | $4,055-48.5% | $3,961-47.3% | $4,375-52.3% |
| Admin fee / account holder | $153 | $271-43.6% | $5,028-97.0% | $834-81.7% |