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 INC5 years Filed as: NFP RETIREMENT Service code 10 · EIN 33-0905143 | Accounting | $16,687 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $15,698 |
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.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,283 | $82,917-85.2% | $103,333-88.1% | $77,643-84.2% |
| Participation rate | 73.8% | 71.6%+2.3pp | 74.5%-0.7pp | 70.6%+3.3pp |
| Annual return | 8.91% | 19.13%-10.2pp | 24.88%-16.0pp | 31.24%-22.3pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $120 | $638-81.2% | $8,355-98.6% | $430-72.2% |