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 37 · EIN 04-2647786 | Loan Processing | $15,595 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $6,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,777 | $62,146-65.0% | $81,438-73.3% | $74,546-70.8% |
| Participation rate | 54.0% | 64.1%-10.0pp | 69.5%-15.5pp | 67.2%-13.2pp |
| Annual return | 28.69% | 16.49%+12.2pp | 24.74%+3.9pp | 1366.03%-1337.3pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,460-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,229 | $3,2290% | $3,883-16.9% | $4,347-25.7% |
| Admin fee / account holder | $164 | $1,922-91.5% | $5,764-97.2% | $1,944-91.6% |