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 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $80,700 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $55,553 |
REHMANN ROBSON1 year Filed as: REHMANN LLC DBA REHMANN FINANCIAL G Service code 10 5800 GRATIOT RD STE 201 · SAGINAW, MI 486052025 | Accounting | $29,795 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $9,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,989 | $88,982+94.4% | $102,438+68.9% | $77,671+122.7% |
| Participation rate | 92.4% | 80.9%+11.5pp | 76.5%+15.9pp | 70.6%+21.8pp |
| Annual return | 13.60% | 25.01%-11.4pp | 29.37%-15.8pp | 31.21%-17.6pp |
| Employer contribution / active EE | $3,058 | $2,698+13.3% | $3,024+1.1% | $2,726+12.2% |
| Participant deferral / active EE | $6,487 | $5,144+26.1% | $5,054+28.4% | $4,648+39.6% |
| Admin fee / account holder | $187 | $236-20.6% | $9,448-98.0% | $430-56.6% |