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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,095 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,598 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,335 | $86,225-13.8% | $146,665-49.3% | $86,799-14.4% |
| Participation rate | 90.9% | 78.0%+12.9pp | 80.1%+10.9pp | 72.3%+18.6pp |
| Annual return | 16.75% | 31.23%-14.5pp | 22.74%-6.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $900 | $2,392-62.4% | $4,136-78.2% | $2,405-62.6% |
| Participant deferral / active EE | $5,304 | $4,245+24.9% | $5,506-3.7% | $4,131+28.4% |
| Admin fee / account holder | $113 | $195-42.3% | $10,280-98.9% | $170-33.5% |