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 | $26,504 |
NFP RETIREMENT INC2 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $23,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,403 | $46,292-49.4% | $143,757-83.7% | $64,808-63.9% |
| Participation rate | 52.1% | 64.2%-12.1pp | 80.3%-28.2pp | 71.5%-19.4pp |
| Annual return | -16.67% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $742 | $1,910-61.1% | $4,951-85.0% | $2,506-70.4% |
| Participant deferral / active EE | $1,439 | $2,646-45.6% | $5,637-74.5% | $4,310-66.6% |
| Admin fee / account holder | $127 | $154-17.5% | $14,673-99.1% | $188-32.4% |