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 |
|---|---|---|
Service code 15 · EIN 26-0058143 | Recordkeeping | $27,835 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $26,775 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 | Consulting | $13,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,003 | $50,820-62.6% | $155,567-87.8% | $77,671-75.5% |
| Participation rate | 69.7% | 63.1%+6.6pp | 78.2%-8.5pp | 70.6%-0.9pp |
| Annual return | 11.05% | 34.85%-23.8pp | 64.74%-53.7pp | 31.21%-20.2pp |
| Employer contribution / active EE | $1,389 | $1,993-30.3% | $4,674-70.3% | $2,726-49.0% |
| Participant deferral / active EE | $1,382 | $2,823-51.0% | $5,628-75.4% | $4,648-70.3% |
| Admin fee / account holder | $45 | $436-89.6% | $15,916-99.7% | $430-89.5% |