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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $249,487 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $80,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,060 | $107,459-5.0% | $135,903-24.9% | $80,160+27.3% |
| Participation rate | 87.2% | 78.0%+9.2pp | 81.9%+5.3pp | 72.9%+14.3pp |
| Annual return | 21.52% | 91.91%-70.4pp | 68.23%-46.7pp | 40.38%-18.9pp |
| Employer contribution / active EE | $6,806 | $3,877+75.5% | $4,856+40.1% | $2,978+128.6% |
| Participant deferral / active EE | $14,484 | $8,195+76.7% | $7,758+86.7% | $5,017+188.7% |
| Admin fee / account holder | $172 | $127+35.4% | $10,762-98.4% | $145+18.6% |