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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $77,440 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $70,000 |
NORTON ROSE FULBRIGHT3 years Service code 29 · EIN 74-1201087 | Legal | $12,067 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$59,656 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,088 | $105,190+112.1% | $98,907+125.6% | $90,288+147.1% |
| Participation rate | 93.6% | 86.4%+7.3pp | 76.0%+17.6pp | 73.4%+20.3pp |
| Annual return | 23.86% | 18.52%+5.3pp | 196.43%-172.6pp | 53.97%-30.1pp |
| Employer contribution / active EE | $5,870 | $3,831+53.3% | $2,689+118.3% | $2,524+132.6% |
| Participant deferral / active EE | $12,941 | $5,616+130.4% | $4,244+204.9% | $4,232+205.8% |
| Admin fee / account holder | $142 | $97+45.8% | $6,642-97.9% | $114+24.5% |