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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,155 | $76,050+29.1% | $96,544+1.7% | $71,457+37.4% |
| Participation rate | 95.3% | 74.4%+20.9pp | 76.0%+19.4pp | 67.9%+27.4pp |
| Annual return | 24.25% | 22.81%+1.4pp | 25.84%-1.6pp | 28.85%-4.6pp |
| Employer contribution / active EE | $2,617 | $2,244+16.6% | $2,965-11.7% | $2,588+1.1% |
| Participant deferral / active EE | $10,486 | $4,215+148.8% | $4,851+116.2% | $4,289+144.5% |
| Admin fee / account holder | $361 | $2,707-86.7% | $8,252-95.6% | $1,587-77.2% |