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 INC2 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,618 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,026 |
Filed as: G. RUSSELL KNOBEL & ASSOCIATES Service code 15 · EIN 91-0964302 | Recordkeeping | $250 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,282 | $91,517+9.6% | $101,248-1.0% | $73,409+36.6% |
| Participation rate | 9.8% | 73.8%-64.0pp | 75.8%-66.0pp | 72.2%-62.4pp |
| Annual return | 21.33% | 17.17%+4.2pp | 46.47%-25.1pp | 59.29%-38.0pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $486 | $3,338-85.4% | $4,370-88.9% | $3,805-87.2% |
| Admin fee / account holder | $460 | $216+113.1% | $5,945-92.3% | $158+191.3% |