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 15 · EIN 35-0145825 | Recordkeeping | $30,763 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $26,469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,722 | $56,485-49.2% | $185,823-84.5% | $86,799-66.9% |
| Participation rate | 57.1% | 65.5%-8.3pp | 81.7%-24.6pp | 72.3%-15.1pp |
| Annual return | 14.38% | 118.04%-103.7pp | 122.05%-107.7pp | 97.91%-83.5pp |
| Employer contribution / active EE | $666 | $1,843-63.8% | $5,167-87.1% | $2,405-72.3% |
| Participant deferral / active EE | $1,451 | $2,553-43.2% | $5,568-73.9% | $4,131-64.9% |
| Admin fee / account holder | $137 | $150-8.7% | $16,237-99.2% | $170-19.5% |