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 INC3 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $7,410 |
GASSNER COMPANY, S.C.2 years Service code 10 117 S THIRD AVE · WAUSAU, WI 54401 | Accounting | $5,763 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN Service code 50 SERVICES · IRVINE, CA 92618 | Direct Payment | $806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,306 | $59,263+70.9% | $96,562+4.9% | $79,386+27.6% |
| Participation rate | 66.4% | 61.9%+4.5pp | 69.8%-3.4pp | 70.7%-4.3pp |
| Annual return | 14.95% | 27.07%-12.1pp | 37.78%-22.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $1,089 | $1,216-10.4% | $2,356-53.8% | $2,427-55.1% |
| Participant deferral / active EE | $3,820 | $2,948+29.6% | $3,849-0.8% | $4,046-5.6% |
| Admin fee / account holder | $135 | $658-79.5% | $6,181-97.8% | $626-78.4% |