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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,200 | $101,499+43.1% | $147,005-1.2% | $74,546+94.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 14.41% | 8732.34%-8717.9pp | 418.76%-404.4pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $3,433 | $3,811-9.9% | $4,934-30.4% | $2,624+30.8% |
| Participant deferral / active EE | $9,886 | $7,304+35.3% | $8,070+22.5% | $4,347+127.4% |
| Admin fee / account holder | $265 | $1,748-84.8% | $13,006-98.0% | $1,944-86.4% |