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 9-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 INC3 years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $41,699 |
Service code 64 · EIN 42-1558009 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,344 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION STUDIO, LLC Service code 13 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Contract Administrator | $12,467 |
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 | $45,076 | $44,873+0.5% | $79,464-43.3% | $56,287-19.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -3.58% | 0.81%-4.4pp | 718.14%-721.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,180 | $2,140+1.9% | $2,800-22.1% | $2,111+3.3% |
| Participant deferral / active EE | $2,255 | $2,746-17.9% | $3,704-39.1% | $3,350-32.7% |
| Admin fee / account holder | $103 | $418-75.5% | $5,113-98.0% | $521-80.3% |