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 INC1 year Filed as: NFP Service code 16 · EIN 33-0509143 | Consulting | $202,677 |
FGMK, LLC6 years Service code 10 · EIN 36-2929601 | Accounting | $13,253 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,444 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,058 | $104,317+38.1% | $159,436-9.6% | $86,799+66.0% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.8%+12.7pp | 72.3%+23.3pp |
| Annual return | 17.67% | 26.32%-8.7pp | 263.57%-245.9pp | 97.91%-80.2pp |
| Employer contribution / active EE | $2,937 | $3,451-14.9% | $4,829-39.2% | $2,405+22.1% |
| Participant deferral / active EE | $8,542 | $6,837+24.9% | $7,352+16.2% | $4,131+106.8% |
| Admin fee / account holder | $142 | $172-17.3% | $10,799-98.7% | $170-16.0% |