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 INC6 years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $74,843 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $19,728 |
Employer contribution per participant 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 | $67,074 | $89,436-25.0% | $164,813-59.3% | $77,643-13.6% |
| Participation rate | 90.7% | 78.6%+12.1pp | 78.6%+12.1pp | 70.6%+20.1pp |
| Annual return | 13.63% | 28.83%-15.2pp | 69.93%-56.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $844 | $2,569-67.2% | $4,341-80.6% | $2,726-69.0% |
| Participant deferral / active EE | $5,109 | $4,897+4.3% | $6,031-15.3% | $4,647+9.9% |
| Admin fee / account holder | $100 | $339-70.5% | $12,690-99.2% | $430-76.7% |