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 3-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 26 · EIN 71-0294708 | Advisory (Participants) | $29,556 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $10,053 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,551 | $78,976-86.6% | $100,383-89.5% | $74,546-85.8% |
| Participation rate | 83.1% | 79.5%+3.6pp | 81.5%+1.6pp | 67.2%+15.9pp |
| Annual return | 15.08% | 20.62%-5.5pp | 49.26%-34.2pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $843 | $3,019-72.1% | $3,944-78.6% | $2,624-67.9% |
| Participant deferral / active EE | $3,339 | $7,758-57.0% | $8,086-58.7% | $4,347-23.2% |
| Admin fee / account holder | $125 | $1,330-90.6% | $7,900-98.4% | $1,944-93.6% |