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 6-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 |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,605 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $9,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,179 | $102,553-55.0% | $151,611-69.5% | $66,914-31.0% |
| Participation rate | 35.8% | 85.5%-49.7pp | 87.5%-51.7pp | 69.8%-34.0pp |
| Annual return | -18.05% | -10.82%-7.2pp | 3.33%-21.4pp | 1.58%-19.6pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,131 | $6,641-37.8% | $8,363-50.6% | $4,237-2.5% |
| Admin fee / account holder | $256 | $630-59.4% | $11,616-97.8% | $593-56.9% |