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 9-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 INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $25,122 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,700 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,612 | $69,477-21.4% | $94,646-42.3% | $71,457-23.6% |
| Participation rate | 77.3% | 78.4%-1.1pp | 80.8%-3.5pp | 67.9%+9.4pp |
| Annual return | 16.18% | 29.66%-13.5pp | 156.71%-140.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $2,727 | $2,853-4.4% | $3,672-25.7% | $2,588+5.4% |
| Participant deferral / active EE | $5,194 | $7,345-29.3% | $7,418-30.0% | $4,289+21.1% |
| Admin fee / account holder | $10 | $1,210-99.2% | $7,231-99.9% | $1,587-99.4% |