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 INC. Service code 13 120 VANTIS STE 400 · ALISO VIEGO, CA 926562689 | Contract Administrator | $12,239 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 37 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Loan Processing | $10,853 |
KERBER ROSE SC1 year Filed as: KERBERROSE S.C. Service code 10 115 E. FIFTH STREET · SHAWANO, WI 54166 | Accounting | $5,000 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,370 | $58,926-14.5% | $97,226-48.2% | $74,495-32.4% |
| Participation rate | 99.1% | 63.5%+35.6pp | 72.7%+26.4pp | 67.2%+31.9pp |
| Annual return | 15.68% | 16.04%-0.4pp | 75.13%-59.5pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,176 | $1,894-37.9% | $2,729-56.9% | $2,623-55.2% |
| Participant deferral / active EE | $4,147 | $3,664+13.2% | $4,264-2.7% | $4,346-4.6% |
| Admin fee / account holder | $169 | $1,974-91.5% | $5,654-97.0% | $1,942-91.3% |