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 INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,640 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,231 | $91,372-27.5% | $129,995-49.1% | $74,419-11.0% |
| Participation rate | 93.2% | 77.8%+15.4pp | 78.5%+14.7pp | 70.7%+22.5pp |
| Annual return | 19.71% | 23.21%-3.5pp | -137.18%+156.9pp | 34.38%-14.7pp |
| Employer contribution / active EE | $912 | $2,563-64.4% | $4,320-78.9% | $2,637-65.4% |
| Participant deferral / active EE | $5,455 | $4,721+15.6% | $5,820-6.3% | $4,528+20.5% |
| Admin fee / account holder | $101 | $283-64.4% | $10,614-99.1% | $348-71.0% |