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 ADVISORS SERVICES Service code 51 120 VANTIS SUITE 400 · ALISO VIEJO, CA 92656 | Investment Mgmt Fees | $100,436 |
Service code 15 · EIN 54-1521351 | Recordkeeping | $13,488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,253 | $54,320+250.2% | $67,652+181.2% | $52,331+263.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -2.33% | 6.81%-9.1pp | 6625.04%-6627.4pp | 4.54%-6.9pp |
| Employer contribution / active EE | $17,036 | $1,544+1003.6% | $2,266+652.0% | $1,882+805.4% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $512 | $527-2.9% | $4,821-89.4% | $592-13.5% |