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 10-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 INC7 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $33,502 |
HAYS FINANCIAL GROUP1 year Filed as: HAYS FINANCIAL GROUP LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $14,845 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $14,690 |
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 | $80,398 | $89,282-10.0% | $94,646-15.1% | $74,419+8.0% |
| Participation rate | 78.4% | 82.4%-4.1pp | 80.8%-2.5pp | 70.7%+7.6pp |
| Annual return | 16.70% | 25.96%-9.3pp | 156.71%-140.0pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,013 | $3,022-0.3% | $3,672-18.0% | $2,637+14.2% |
| Participant deferral / active EE | $6,551 | $8,425-22.2% | $7,418-11.7% | $4,528+44.7% |
| Admin fee / account holder | $97 | $219-55.6% | $7,231-98.7% | $348-72.1% |