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 RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $22,881 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,605 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD GROUP INC Service code 33 · EIN 23-1945930 | Participant loan processing; Other fe... | $1,910 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $123,078 | $50,982+141.4% | $154,803-20.5% | $85,563+43.8% |
| Participation rate | 77.2% | 59.8%+17.4pp | 78.1%-0.9pp | 66.0%+11.2pp |
| Annual return | 13.78% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,625 | $1,708-4.9% | $4,305-62.3% | $2,654-38.8% |
| Participant deferral / active EE | $2,561 | $2,474+3.5% | $5,540-53.8% | $4,375-41.5% |
| Admin fee / account holder | $99 | $846-88.3% | $14,329-99.3% | $834-88.1% |