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 13 · EIN 42-0127290 | Contract Administrator | $107,567 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $51,125 |
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $20,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,589 | $89,436-4.3% | $164,813-48.1% | $77,643+10.2% |
| Participation rate | 60.6% | 78.6%-18.0pp | 78.6%-18.0pp | 70.6%-10.0pp |
| Annual return | 14.78% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.5pp |
| Employer contribution / active EE | $1,191 | $2,569-53.6% | $4,341-72.6% | $2,726-56.3% |
| Participant deferral / active EE | $3,696 | $4,897-24.5% | $6,031-38.7% | $4,647-20.5% |
| Admin fee / account holder | $313 | $339-7.8% | $12,690-97.5% | $430-27.3% |