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 6-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 49 · EIN 13-3180178 P.O. BOX 54 · FRANKLIN SQUARE, NY 110100054 | Other Services | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 · EIN 26-4203770 20445 TX 249 · HOUSTON, TX 77070 | Other Services | $0 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 8702 JEFFERSON HWY, UNIT A · BATON ROUGE, LA 70809 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $18,754 | $50,199-62.6% | $70,092-73.2% | $66,914-72.0% |
| Participation rate | 8.0% | 66.3%-58.4pp | 70.5%-62.5pp | 69.8%-61.8pp |
| Annual return | 39.91% | -13.85%+53.8pp | 190.73%-150.8pp | 1.58%+38.3pp |
| Employer contribution / active EE | $277 | $1,864-85.2% | $2,559-89.2% | $2,544-89.1% |
| Participant deferral / active EE | $701 | $3,112-77.5% | $3,849-81.8% | $4,237-83.5% |
| Admin fee / account holder | $34 | $600-94.3% | $6,267-99.5% | $593-94.2% |