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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 22 · EIN 74-2470431 | Insurance Broker | $25,021 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS C Service code 15 · EIN 13-3689044 | Recordkeeping | $6,010 |
Filed as: FLEX PENSIONS OF CALIFORNIA, INC. Service code 15 · EIN 33-0762795 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,029 | $50,498+12.9% | $75,781-24.7% | $55,191+3.3% |
| Participation rate | 12.3% | 69.4%-57.1pp | 75.8%-63.5pp | 69.2%-56.8pp |
| Annual return | 5.65% | 1.80%+3.9pp | 9.68%-4.0pp | 10.78%-5.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $360 | $2,589-86.1% | $3,651-90.1% | $3,046-88.2% |
| Admin fee / account holder | $210 | $123+70.8% | $5,299-96.0% | $91+131.5% |