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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Float revenue;... | $106,719 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
WILLIAMS KEEPERS LLC2 years Filed as: WILLIAMS KEEPERS Service code 10 · EIN 43-0655867 | Accounting | $20,500 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,627 | $98,780-42.7% | $60,874-7.0% | $77,904-27.3% |
| Participation rate | 61.5% | 76.7%-15.2pp | 73.1%-11.6pp | 73.7%-12.2pp |
| Annual return | -11.05% | -11.56%+0.5pp | 16.90%-27.9pp | 12.21%-23.3pp |
| Employer contribution / active EE | $851 | $3,605-76.4% | $2,701-68.5% | $2,848-70.1% |
| Participant deferral / active EE | $1,476 | $4,200-64.9% | $3,817-61.3% | $4,806-69.3% |
| Admin fee / account holder | $155 | $89+75.0% | $3,224-95.2% | $133+17.0% |