Filed March 13, 2023
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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $73,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72,979 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $18,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,610 | $71,142-13.4% | $119,609-48.5% | $64,808-4.9% |
| Participation rate | 92.4% | 78.6%+13.8pp | 79.3%+13.1pp | 71.5%+20.9pp |
| Annual return | -16.75% | -10.01%-6.7pp | -14.97%-1.8pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,305 | $2,497-47.8% | $4,232-69.2% | $2,506-47.9% |
| Participant deferral / active EE | $4,389 | $4,490-2.2% | $5,602-21.7% | $4,310+1.8% |
| Admin fee / account holder | $152 | $162-6.2% | $10,323-98.5% | $188-19.1% |