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 Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $81,931 |
RBC WEALTH MANAGEMENT4 years Service code 26 717 N. MCCARTHY ROAD · APPLETON, WI 54913 | Advisory (Participants) | $21,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,017 | $99,957+176.1% | $149,696+84.4% | $73,488+275.6% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 12.99% | 53.87%-40.9pp | 276.60%-263.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $14,223 | $3,191+345.7% | $4,644+206.2% | $2,270+526.5% |
| Participant deferral / active EE | $3,484 | $6,073-42.6% | $6,842-49.1% | $3,740-6.8% |
| Admin fee / account holder | $824 | $551+49.7% | $9,309-91.1% | $513+60.6% |