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 |
|---|---|---|
Service code 15 · EIN 52-1711839 | Recordkeeping | $13,000 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 15 · EIN 74-2794194 | Recordkeeping | $11,250 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $7,500 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,458 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $61,027 | $80,177-23.9% | $123,892-50.7% | $57,658+5.8% |
| Participation rate | 69.5% | 74.4%-4.9pp | 81.4%-11.9pp | 70.2%-0.7pp |
| Annual return | 9.20% | 17.90%-8.7pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $1,255 | $2,913-56.9% | $4,617-72.8% | $1,974-36.4% |
| Participant deferral / active EE | $5,825 | $5,130+13.5% | $5,984-2.7% | $3,061+90.3% |
| Admin fee / account holder | $72 | $106-32.0% | $8,357-99.1% | $95-23.6% |