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 |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NFP RETIREMENT INC1 year Filed as: NFP Service code 49 15800 CRABBS BRANCH WAY · ROCKVILLE, MD 20555 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,405 | $52,884-40.6% | $84,750-62.9% | $55,167-43.1% |
| Participation rate | 51.4% | 67.5%-16.1pp | 76.6%-25.2pp | 69.0%-17.6pp |
| Annual return | 8.26% | 18.03%-9.8pp | 22.78%-14.5pp | 169.23%-161.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,753 | $2,644-33.7% | $3,712-52.8% | $3,054-42.6% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |