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+ years Filed as: NFP SECURITIES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $14,177 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,746 |
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 | $41,674 | $72,177-42.3% | $115,037-63.8% | $59,632-30.1% |
| Participation rate | 90.7% | 72.6%+18.1pp | 81.4%+9.3pp | 68.7%+22.0pp |
| Annual return | 6.49% | 12.02%-5.5pp | 26.14%-19.7pp | 2041.28%-2034.8pp |
| Employer contribution / active EE | $3,426 | $2,841+20.6% | $4,608-25.6% | $2,203+55.5% |
| Participant deferral / active EE | $6,806 | $4,783+42.3% | $6,026+12.9% | $3,192+113.2% |
| Admin fee / account holder | $158 | $4,927-96.8% | $8,175-98.1% | $4,297-96.3% |