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 26 · EIN 71-0294708 | Advisory (Participants) | $56,522 |
NFP RETIREMENT INC5 years Service code 99 · EIN 33-0905143 | Other Fees | $39,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,598 | $78,483-27.9% | $106,201-46.7% | $74,546-24.1% |
| Participation rate | 93.5% | 72.8%+20.7pp | 75.3%+18.2pp | 67.2%+26.3pp |
| Annual return | 15.50% | 15.94%-0.4pp | 116.26%-100.8pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,434 | $2,522+36.2% | $3,170+8.4% | $2,624+30.9% |
| Participant deferral / active EE | $6,392 | $4,320+47.9% | $5,012+27.5% | $4,347+47.0% |
| Admin fee / account holder | $195 | $2,236-91.3% | $11,039-98.2% | $1,944-90.0% |