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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $77,535 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Filed as: LAVINE, LOFGREN, MORRIS AND ENGELBE Service code 10 · EIN 33-0690020 | Accounting | $21,100 |
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 | $66,057 | $48,592+35.9% | $185,823-64.5% | $90,288-26.8% |
| Participation rate | 96.2% | 66.2%+30.0pp | 78.0%+18.2pp | 73.4%+22.9pp |
| Annual return | 17.60% | 68.51%-50.9pp | 35.95%-18.4pp | 53.97%-36.4pp |
| Employer contribution / active EE | $2,104 | $1,389+51.4% | $4,087-48.5% | $2,524-16.7% |
| Participant deferral / active EE | $6,152 | $3,463+77.6% | $5,632+9.2% | $4,232+45.4% |
| Admin fee / account holder | $85 | $77+9.5% | $9,500-99.1% | $114-25.6% |