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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $42,946 |
KOVITZ INVESTMENT GROUP1+ years Filed as: KOVITZ SECURITIES LLC Service code 55 115 S LA SALLE ST FL 27 · CHICAGO, IL 60603 | Other Commissions | $41,985 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
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 | $59,764 | $44,229+35.1% | $155,790-61.6% | $55,191+8.3% |
| Participation rate | 76.9% | 60.8%+16.1pp | 76.1%+0.8pp | 69.2%+7.7pp |
| Annual return | 0.19% | 0.37%-0.2pp | 71.54%-71.4pp | 10.78%-10.6pp |
| Employer contribution / active EE | $876 | $1,317-33.5% | $3,836-77.2% | $1,899-53.8% |
| Participant deferral / active EE | $4,298 | $2,851+50.7% | $4,797-10.4% | $3,046+41.1% |
| Admin fee / account holder | $7 | $86-91.7% | $7,478-99.9% | $91-92.1% |