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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,540 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $22,767 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,493 | $72,482-80.0% | $129,110-88.8% | $64,808-77.6% |
| Participation rate | 83.5% | 79.2%+4.2pp | 77.3%+6.2pp | 71.5%+12.0pp |
| Annual return | -20.66% | -9.08%-11.6pp | -10.94%-9.7pp | 32.82%-53.5pp |
| Employer contribution / active EE | $482 | $4,247-88.7% | $5,052-90.5% | $2,506-80.8% |
| Participant deferral / active EE | $3,982 | $5,679-29.9% | $6,542-39.1% | $4,310-7.6% |
| Admin fee / account holder | $118 | $144-18.0% | $14,302-99.2% | $188-37.0% |