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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $57,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,281 | $78,419-19.3% | $133,956-52.8% | $73,409-13.8% |
| Participation rate | 91.8% | 78.6%+13.2pp | 79.8%+11.9pp | 72.2%+19.6pp |
| Annual return | 17.56% | 33.35%-15.8pp | 45.09%-27.5pp | 59.29%-41.7pp |
| Employer contribution / active EE | $829 | $2,044-59.4% | $3,919-78.8% | $2,234-62.9% |
| Participant deferral / active EE | $4,684 | $3,925+19.3% | $5,048-7.2% | $3,805+23.1% |
| Admin fee / account holder | $104 | $161-35.2% | $8,927-98.8% | $158-33.8% |