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 INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $21,523 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $16,764 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,635 | $88,083+12.0% | $164,813-40.2% | $74,495+32.4% |
| Participation rate | 65.2% | 73.0%-7.9pp | 78.6%-13.4pp | 67.2%-2.0pp |
| Annual return | 10.57% | 17.26%-6.7pp | 69.93%-59.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,176 | $2,593-54.7% | $4,341-72.9% | $2,623-55.2% |
| Participant deferral / active EE | $1,571 | $4,498-65.1% | $6,031-74.0% | $4,346-63.8% |
| Admin fee / account holder | $375 | $2,234-83.2% | $12,690-97.0% | $1,942-80.7% |