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 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $35,490 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC Service code 33 · EIN 23-1945930 | Participant loan processing; Securiti... | $1,900 |
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 | $117,767 | $50,815+131.8% | $155,509-24.3% | $77,643+51.7% |
| Participation rate | 95.5% | 63.1%+32.4pp | 78.2%+17.3pp | 70.6%+24.9pp |
| Annual return | 13.31% | 34.80%-21.5pp | 64.67%-51.4pp | 31.24%-17.9pp |
| Employer contribution / active EE | $2,309 | $1,993+15.9% | $4,672-50.6% | $2,726-15.3% |
| Participant deferral / active EE | $3,438 | $2,822+21.8% | $5,626-38.9% | $4,647-26.0% |
| Admin fee / account holder | $95 | $437-78.3% | $15,912-99.4% | $430-78.0% |