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 7-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 INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,519 |
PENSION ASSURANCE LLP4 years Service code 10 · EIN 30-0840934 | Accounting | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,745 | $81,460+117.0% | $103,333+71.0% | $80,856+118.6% |
| Participation rate | 95.7% | 66.8%+28.8pp | 74.5%+21.1pp | 67.6%+28.0pp |
| Annual return | 14.50% | 25.55%-11.0pp | 24.88%-10.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,546 | $3,105+14.2% | $3,868-8.3% | $2,755+28.7% |
| Participant deferral / active EE | $13,126 | $3,869+239.3% | $5,057+159.5% | $4,296+205.6% |
| Admin fee / account holder | $686 | $6,566-89.5% | $8,355-91.8% | $6,918-90.1% |