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 INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $52,954 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $31,535 |
PENTEGRA SERVICES, INC.1 year Service code 64 · EIN 13-3745616 5350 77 CENTER DRIVE · CHARLOTTE, NC 282172783 | Recordkeeping Fees | $11,445 |
Filed as: BELFINT LYONS & SHUMAN Service code 10 · EIN 51-0232399 1011 CENTRE ROAD · WILMINGTON, DE 198051266 | Accounting | $10,500 |
FLEXPATH STRATEGIES, LLC3 years Service code 27 120 VANTIS DRIVE · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,298 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $184,695 | $67,984+171.7% | $65,493+182.0% | $74,304+148.6% |
| Participation rate | 94.4% | 66.3%+28.1pp | 73.1%+21.3pp | 60.3%+34.1pp |
| Annual return | 13.58% | 19.87%-6.3pp | 982.45%-968.9pp | 29.43%-15.9pp |
| Employer contribution / active EE | $3,007 | $2,491+20.7% | $2,574+16.8% | $2,241+34.1% |
| Participant deferral / active EE | $6,995 | $3,346+109.0% | $3,961+76.6% | $3,767+85.7% |
| Admin fee / account holder | $194 | $1,373-85.9% | $5,028-96.1% | $2,969-93.5% |