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 INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,325 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,078 |
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 | $92,050 | $71,883+28.1% | $86,677+6.2% | $68,494+34.4% |
| Participation rate | 94.4% | 72.2%+22.1pp | 76.6%+17.8pp | 67.9%+26.5pp |
| Annual return | -15.96% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,011 | $2,173+38.6% | $2,836+6.2% | $2,596+16.0% |
| Participant deferral / active EE | $6,780 | $3,779+79.4% | $4,656+45.6% | $4,027+68.4% |
| Admin fee / account holder | $412 | $6,112-93.3% | $7,493-94.5% | $5,403-92.4% |