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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $645,387 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $620,666 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $229,167 |
WIPFLI LLP4 years Service code 16 · EIN 41-2899048 | Consulting | $14,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,432 | $140,769-24.4% | $156,263-31.9% | $140,769-24.4% |
| Participation rate | 66.4% | 74.2%-7.8pp | 78.9%-12.5pp | 74.2%-7.8pp |
| Annual return | 18.79% | 16.82%+2.0pp | 59.47%-40.7pp | 16.82%+2.0pp |
| Employer contribution / active EE | $5,953 | $3,906+52.4% | $4,333+37.4% | $3,906+52.4% |
| Participant deferral / active EE | $5,002 | $6,717-25.5% | $6,158-18.8% | $6,717-25.5% |
| Admin fee / account holder | $103 | $229-55.1% | $14,255-99.3% | $229-55.1% |