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 Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,632 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,501 |
BMO HARRIS BANK NA7+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
BMO HARRIS BANK NA6 years Filed as: BMO HARRIS BANK, NA 36-2085229 Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,300 | $93,182-8.5% | $146,665-41.8% | $79,386+7.4% |
| Participation rate | 82.9% | 76.4%+6.4pp | 80.1%+2.8pp | 70.7%+12.2pp |
| Annual return | 11.29% | 21.61%-10.3pp | 22.74%-11.5pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,379 | $2,420-43.0% | $4,136-66.7% | $2,427-43.2% |
| Participant deferral / active EE | $1,676 | $4,169-59.8% | $5,506-69.6% | $4,046-58.6% |
| Admin fee / account holder | $306 | $585-47.7% | $10,280-97.0% | $626-51.1% |