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 INC3 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $14,033 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $12,600 |
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 | $8,922 | $106,236-91.6% | $112,228-92.1% | $64,808-86.2% |
| Participation rate | 96.6% | 71.7%+25.0pp | 75.1%+21.6pp | 71.5%+25.2pp |
| Annual return | -17.91% | -6.02%-11.9pp | 27.45%-45.4pp | 32.82%-50.7pp |
| Employer contribution / active EE | $5,641 | $3,166+78.2% | $3,635+55.2% | $2,506+125.1% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $85 | $452-81.3% | $6,410-98.7% | $188-55.0% |