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 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $35,509 |
ASSOCIATED TRUST COMPANY1 year Service code 27 PO BOX 12800 · GREEN BAY, WI 543072800 | Advisory (Plan) | $12,518 |
THE VANGUARD GROUP, INC.1 year Service code 50 · EIN 23-1945930 | Direct Payment | $11,759 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,949 | $78,672+154.2% | $109,143+83.2% | $85,850+132.9% |
| Participation rate | 87.2% | 68.3%+19.0pp | 75.9%+11.4pp | 69.3%+17.9pp |
| Annual return | 13.49% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,978 | $2,735+8.9% | $3,722-20.0% | $2,565+16.1% |
| Participant deferral / active EE | $8,069 | $3,467+132.7% | $4,653+73.4% | $3,952+104.2% |
| Admin fee / account holder | $569 | $5,469-89.6% | $6,752-91.6% | $6,260-90.9% |