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 5-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 37 · EIN 04-2647786 | Loan Processing | $62,209 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,178 |
MMA SECURITIES LLC4+ years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $18,542 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,006 | $99,078-46.5% | $96,544-45.1% | $74,419-28.8% |
| Participation rate | 96.6% | 80.7%+15.9pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 18.74% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $2,343 | $2,570-8.8% | $2,965-21.0% | $2,637-11.2% |
| Participant deferral / active EE | $4,176 | $4,933-15.3% | $4,851-13.9% | $4,528-7.8% |
| Admin fee / account holder | $197 | $225-12.4% | $8,252-97.6% | $348-43.4% |