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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $38,023 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,140 |
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 | $20,596 | $102,197-79.8% | $142,449-85.5% | $74,419-72.3% |
| Participation rate | 86.9% | 79.8%+7.1pp | 76.8%+10.1pp | 70.7%+16.2pp |
| Annual return | 25.58% | 19.73%+5.9pp | 19.99%+5.6pp | 34.38%-8.8pp |
| Employer contribution / active EE | $1,747 | $5,052-65.4% | $4,847-64.0% | $2,637-33.8% |
| Participant deferral / active EE | $4,709 | $6,304-25.3% | $6,283-25.1% | $4,528+4.0% |
| Admin fee / account holder | $130 | $186-30.0% | $10,011-98.7% | $348-62.6% |