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 INC8 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,460 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $16,437 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,790 | $100,923+346.7% | $150,045+200.4% | $74,304+506.7% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.3%+13.8pp | 60.3%+35.8pp |
| Annual return | 11.63% | 51.77%-40.1pp | 62.55%-50.9pp | 29.43%-17.8pp |
| Employer contribution / active EE | $11,616 | $3,463+235.4% | $4,693+147.5% | $2,241+418.3% |
| Participant deferral / active EE | $12,225 | $6,709+82.2% | $7,997+52.9% | $3,767+224.5% |
| Admin fee / account holder | $470 | $2,767-83.0% | $13,435-96.5% | $2,969-84.2% |