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 6-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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,198 |
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 | $147,369 | $111,608+32.0% | $177,821-17.1% | $73,409+100.7% |
| Participation rate | 97.7% | 87.9%+9.9pp | 87.7%+10.0pp | 72.2%+25.6pp |
| Annual return | 15.30% | 18.23%-2.9pp | 48.32%-33.0pp | 59.29%-44.0pp |
| Employer contribution / active EE | $5,035 | $3,796+32.6% | $5,918-14.9% | $2,234+125.4% |
| Participant deferral / active EE | $8,393 | $6,199+35.4% | $7,714+8.8% | $3,805+120.5% |
| Admin fee / account holder | -$38 | $166-123.1% | $12,427-100.3% | $158-124.3% |