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 | $6,553 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 50 COMPANY, INC. · LOS ANGELES, CA 90071 | Direct Payment | $688 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,581 | $49,138+78.2% | $84,015+4.2% | $65,185+34.4% |
| Participation rate | 64.0% | 60.7%+3.2pp | 69.0%-5.0pp | 70.2%-6.2pp |
| Annual return | 20.09% | 23.00%-2.9pp | 71.31%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $840 | $914-8.1% | $1,983-57.7% | $2,177-61.4% |
| Participant deferral / active EE | $2,869 | $2,397+19.7% | $3,239-11.4% | $3,514-18.3% |
| Admin fee / account holder | $122 | $543-77.5% | $6,101-98.0% | $847-85.6% |