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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $21,777 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,092 | $78,275-89.7% | $109,143-92.6% | $86,799-90.7% |
| Participation rate | 72.0% | 73.8%-1.9pp | 75.9%-3.9pp | 72.3%-0.3pp |
| Annual return | 9.06% | 19.14%-10.1pp | 25.75%-16.7pp | 97.91%-88.8pp |
| Employer contribution / active EE | -$349 | $3,105-111.3% | $3,722-109.4% | $2,405-114.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $101 | $198-49.2% | $6,752-98.5% | $170-40.6% |