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 Service code 26 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Participants) | $24,196 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,549 | $102,317+20.8% | $146,958-15.9% | $80,856+52.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.68% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,691 | $3,713-27.5% | $4,933-45.4% | $2,755-2.3% |
| Participant deferral / active EE | $20,620 | $6,644+210.4% | $8,070+155.5% | $4,296+380.0% |
| Admin fee / account holder | $584 | $7,941-92.7% | $12,998-95.5% | $6,918-91.6% |