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 INC4 years Service code 28 · EIN 33-0905143 | Investment Management | $48,580 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $33,252 |
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 | $75,013 | $51,045+47.0% | $70,515+6.4% | $71,457+5.0% |
| Participation rate | 91.5% | 59.4%+32.0pp | 68.3%+23.1pp | 67.9%+23.5pp |
| Annual return | 13.54% | 42.63%-29.1pp | 32.77%-19.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $2,403 | $1,790+34.2% | $2,973-19.2% | $2,588-7.1% |
| Participant deferral / active EE | $7,955 | $3,026+162.9% | $4,567+74.2% | $4,289+85.5% |
| Admin fee / account holder | $239 | $1,994-88.0% | $6,412-96.3% | $1,587-85.0% |