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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,659 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $14,500 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,175 | $65,435+4.2% | $86,677-21.3% | $66,914+1.9% |
| Participation rate | 95.0% | 75.5%+19.5pp | 76.6%+18.4pp | 69.8%+25.2pp |
| Annual return | -20.17% | -10.89%-9.3pp | 35.91%-56.1pp | 1.58%-21.8pp |
| Employer contribution / active EE | $1,486 | $2,153-31.0% | $2,836-47.6% | $2,544-41.6% |
| Participant deferral / active EE | $8,111 | $4,100+97.8% | $4,656+74.2% | $4,237+91.4% |
| Admin fee / account holder | $325 | $642-49.4% | $7,493-95.7% | $593-45.3% |