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 INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,500 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $25,938 |
FLEXPATH STRATEGIES, LLC1 year Service code 27 · EIN 46-4782313 | Advisory (Plan) | $11,241 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $10,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $1,821 |
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 | $147,655 | $83,884+76.0% | $64,056+130.5% | $74,419+98.4% |
| Participation rate | 97.7% | 76.6%+21.1pp | 72.3%+25.4pp | 70.7%+27.0pp |
| Annual return | 14.84% | 16.57%-1.7pp | 33.69%-18.8pp | 34.38%-19.5pp |
| Employer contribution / active EE | $2,463 | $3,084-20.1% | $2,747-10.3% | $2,637-6.6% |
| Participant deferral / active EE | $6,025 | $3,692+63.2% | $3,880+55.3% | $4,528+33.1% |
| Admin fee / account holder | $140 | $196-28.8% | $3,068-95.5% | $348-59.9% |