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 8-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 | $40,493 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $37,500 |
KATZ, SAPPER & MILLER2 years Service code 10 · EIN 35-1090346 | Accounting | $29,333 |
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 | $102,399 | $84,784+20.8% | $98,439+4.0% | $74,419+37.6% |
| Participation rate | 95.2% | 81.5%+13.7pp | 75.2%+20.1pp | 70.7%+24.5pp |
| Annual return | 66.73% | 20.59%+46.1pp | 21.16%+45.6pp | 34.38%+32.4pp |
| Employer contribution / active EE | $4,415 | $3,364+31.2% | $3,048+44.9% | $2,637+67.4% |
| Participant deferral / active EE | $9,067 | $5,218+73.8% | $4,738+91.4% | $4,528+100.2% |
| Admin fee / account holder | $190 | $204-6.9% | $8,948-97.9% | $348-45.3% |