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 INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,954 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,740 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,982 | $86,286+21.7% | $111,297-5.7% | $85,850+22.3% |
| Participation rate | 96.9% | 73.3%+23.6pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 11.98% | 19.99%-8.0pp | 54.65%-42.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,803 | $2,043+37.2% | $2,731+2.6% | $2,565+9.3% |
| Participant deferral / active EE | $6,404 | $3,641+75.9% | $4,487+42.7% | $3,952+62.0% |
| Admin fee / account holder | $451 | $8,188-94.5% | $7,964-94.3% | $6,260-92.8% |