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 INC2 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $77,953 |
RBC WEALTH MANAGEMENT5 years Service code 26 717 N. MCCARTHY ROAD · APPLETON, WI 54913 | Advisory (Participants) | $26,062 |
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 | $328,491 | $104,475+214.4% | $159,436+106.0% | $79,386+313.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.13% | 67.95%-55.8pp | 263.57%-251.4pp | 116.85%-104.7pp |
| Employer contribution / active EE | $15,851 | $3,417+363.9% | $4,829+228.2% | $2,427+553.0% |
| Participant deferral / active EE | $3,455 | $6,467-46.6% | $7,352-53.0% | $4,046-14.6% |
| Admin fee / account holder | $885 | $711+24.4% | $10,799-91.8% | $626+41.2% |