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 64 · EIN 04-2647786 | Recordkeeping Fees | $46,951 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,373 |
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 | $24,548 | $96,486-74.6% | $153,485-84.0% | $77,643-68.4% |
| Participation rate | 82.3% | 81.6%+0.7pp | 77.1%+5.2pp | 70.6%+11.7pp |
| Annual return | 18.53% | 14.44%+4.1pp | 15.65%+2.9pp | 31.24%-12.7pp |
| Employer contribution / active EE | $1,706 | $5,224-67.3% | $5,039-66.1% | $2,726-37.4% |
| Participant deferral / active EE | $4,543 | $6,609-31.3% | $6,757-32.8% | $4,647-2.3% |
| Admin fee / account holder | $149 | $182-18.4% | $12,724-98.8% | $430-65.4% |