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 INC5 years Filed as: NFP RETIREMENT INC. Service code 28 · EIN 33-0905143 | Investment Management | $26,301 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $12,862 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,565 | $48,230+75.3% | $67,502+25.3% | $80,856+4.6% |
| Participation rate | 95.1% | 66.4%+28.7pp | 72.9%+22.2pp | 67.6%+27.4pp |
| Annual return | 13.50% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,470 | $2,020+71.8% | $2,731+27.1% | $2,755+26.0% |
| Participant deferral / active EE | $8,097 | $2,924+176.9% | $4,000+102.4% | $4,296+88.5% |
| Admin fee / account holder | $202 | $3,681-94.5% | $3,998-94.9% | $6,918-97.1% |