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 |
|---|---|---|
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,642 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,759 |
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 | $120,304 | $67,984+77.0% | $65,493+83.7% | $74,304+61.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 11.87% | 19.87%-8.0pp | 982.45%-970.6pp | 29.43%-17.6pp |
| Employer contribution / active EE | $5,720 | $2,491+129.6% | $2,574+122.2% | $2,241+155.2% |
| Participant deferral / active EE | $10,069 | $3,346+200.9% | $3,961+154.2% | $3,767+167.3% |
| Admin fee / account holder | $110 | $1,373-92.0% | $5,028-97.8% | $2,969-96.3% |