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 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,677 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,729 |
Service code 49 · EIN 55-0486667 | Other Services | $6,007 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,882 | $92,303-76.3% | $152,466-85.6% | $86,799-74.8% |
| Participation rate | 61.0% | 81.1%-20.0pp | 78.2%-17.2pp | 72.3%-11.2pp |
| Annual return | 15.11% | 531.69%-516.6pp | 757.33%-742.2pp | 97.91%-82.8pp |
| Employer contribution / active EE | $285 | $3,748-92.4% | $4,327-93.4% | $2,405-88.1% |
| Participant deferral / active EE | $3,010 | $5,599-46.2% | $5,820-48.3% | $4,131-27.1% |
| Admin fee / account holder | $176 | $150+17.2% | $15,805-98.9% | $170+3.6% |