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 INC2+ years Filed as: NFP ADVISOR SECURITIES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
NFP RETIREMENT INC2+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 22 | Insurance Broker | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,947 | $39,859-22.4% | $78,689-60.7% | $57,658-46.3% |
| Participation rate | 57.6% | 66.1%-8.5pp | 73.6%-16.0pp | 70.2%-12.6pp |
| Annual return | 8.89% | 18.96%-10.1pp | 62.18%-53.3pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,453 | $1,786-18.6% | $2,851-49.0% | $1,974-26.4% |
| Participant deferral / active EE | $2,685 | $2,248+19.4% | $3,517-23.6% | $3,061-12.3% |
| Admin fee / account holder | $22 | $76-71.4% | $4,510-99.5% | $95-76.9% |