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 6-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 Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,630 | $82,664-78.7% | $125,339-85.9% | $68,494-74.3% |
| Participation rate | 97.4% | 75.0%+22.4pp | 82.4%+15.1pp | 67.9%+29.5pp |
| Annual return | -5.34% | -5.97%+0.6pp | 572.05%-577.4pp | -7.84%+2.5pp |
| Employer contribution / active EE | $3,662 | $3,381+8.3% | $4,814-23.9% | $2,596+41.1% |
| Participant deferral / active EE | $8,723 | $6,110+42.8% | $7,446+17.1% | $4,027+116.6% |
| Admin fee / account holder | $14 | $6,275-99.8% | $10,010-99.9% | $5,403-99.7% |