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 9-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 27 · EIN 33-0905143 | Advisory (Plan) | $39,167 |
TIAA8 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $28,634 |
PBMARES, LLP1 year Filed as: PBMARES Service code 10 · EIN 54-0737372 | Accounting | $27,130 |
FLEXPATH STRATEGIES, LLC2 years Service code 16 · EIN 46-4782313 | Consulting | $19,033 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,495 | $91,762-19.9% | $67,502+8.9% | $77,643-5.3% |
| Participation rate | 97.4% | 75.9%+21.5pp | 72.9%+24.5pp | 70.6%+26.8pp |
| Annual return | 12.62% | 14.87%-2.3pp | 3512.12%-3499.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,614 | $3,181-49.3% | $2,731-40.9% | $2,726-40.8% |
| Participant deferral / active EE | $2,189 | $3,903-43.9% | $4,000-45.3% | $4,647-52.9% |
| Admin fee / account holder | $132 | $176-24.9% | $3,998-96.7% | $430-69.3% |