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 INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $11,418 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $7,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,814 | $46,732-49.0% | $156,549-84.8% | $55,167-56.8% |
| Participation rate | 36.7% | 65.8%-29.1pp | 84.0%-47.3pp | 69.0%-32.3pp |
| Annual return | 7.11% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $282 | $2,105-86.6% | $5,501-94.9% | $1,963-85.6% |
| Participant deferral / active EE | $926 | $2,204-58.0% | $4,871-81.0% | $3,054-69.7% |
| Admin fee / account holder | $137 | $418-67.3% | $13,027-98.9% | $504-72.8% |