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 INC6+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,751 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,368 | $129,021+6.5% | $184,203-25.4% | $77,643+76.9% |
| Participation rate | 92.2% | 87.3%+4.9pp | 86.8%+5.4pp | 70.6%+21.7pp |
| Annual return | 15.43% | 33.27%-17.8pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $5,206 | $4,413+18.0% | $6,427-19.0% | $2,726+91.0% |
| Participant deferral / active EE | $8,680 | $7,297+18.9% | $9,131-4.9% | $4,647+86.8% |
| Admin fee / account holder | $1 | $254-99.6% | $13,901-100.0% | $430-99.8% |