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 INC5 years Service code 99 | Other Fees | $39,059 |
Service code 49 · EIN 20-4780677 | Other Services | $9,258 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,339 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $86 |
Filed as: VOYA RETIREMENT INS ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $86 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
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 | $124,173 | $55,415+124.1% | $155,509-20.2% | $74,495+66.7% |
| Participation rate | 98.1% | 61.9%+36.2pp | 78.2%+19.9pp | 67.2%+30.9pp |
| Annual return | 14.51% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $6,587 | $2,267+190.6% | $4,672+41.0% | $2,623+151.1% |
| Participant deferral / active EE | $6,946 | $2,836+144.9% | $5,626+23.5% | $4,346+59.8% |
| Admin fee / account holder | $397 | $1,738-77.2% | $15,912-97.5% | $1,942-79.6% |