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 8-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 | $20,064 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,842 | $138,347-69.8% | $184,203-77.3% | $80,856-48.3% |
| Participation rate | 96.4% | 83.9%+12.5pp | 86.8%+9.6pp | 67.6%+28.7pp |
| Annual return | 22.27% | 20.02%+2.3pp | 28.81%-6.5pp | 35.59%-13.3pp |
| Employer contribution / active EE | $2,362 | $4,850-51.3% | $6,427-63.2% | $2,755-14.2% |
| Participant deferral / active EE | $12,396 | $7,071+75.3% | $9,131+35.8% | $4,296+188.6% |
| Admin fee / account holder | $75 | $10,483-99.3% | $13,901-99.5% | $6,918-98.9% |