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 37 · EIN 04-2647786 | Loan Processing | $32,858 |
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,892 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $36,576 | $72,607-49.6% | $90,749-59.7% | $66,914-45.3% |
| Participation rate | 91.5% | 73.7%+17.9pp | 75.7%+15.8pp | 69.8%+21.7pp |
| Annual return | -18.41% | -12.28%-6.1pp | -12.16%-6.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $690 | $2,369-70.9% | $2,921-76.4% | $2,544-72.9% |
| Participant deferral / active EE | $5,052 | $3,977+27.0% | $4,564+10.7% | $4,237+19.2% |
| Admin fee / account holder | $430 | $707-39.2% | $8,445-94.9% | $593-27.5% |