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 7-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,226 |
NFP RETIREMENT INC1 year Service code 26 · EIN 33-0905143 | Advisory (Participants) | $5,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,896 | $77,660-71.8% | $109,143-79.9% | $79,386-72.4% |
| Participation rate | 96.3% | 67.8%+28.5pp | 75.9%+20.4pp | 70.7%+25.6pp |
| Annual return | 13.47% | 23.44%-10.0pp | 25.75%-12.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $1,610 | $2,797-42.5% | $3,722-56.7% | $2,427-33.7% |
| Participant deferral / active EE | $3,072 | $3,518-12.7% | $4,653-34.0% | $4,046-24.1% |
| Admin fee / account holder | $205 | $732-71.9% | $6,752-97.0% | $626-67.2% |