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 | $25,480 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 26 · EIN 33-0905143 | Advisory (Participants) | $7,155 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,976 | $76,670-71.3% | $96,683-77.3% | $71,457-69.2% |
| Participation rate | 98.6% | 66.6%+32.0pp | 74.3%+24.2pp | 67.9%+30.7pp |
| Annual return | 14.15% | 48.29%-34.1pp | 35.69%-21.5pp | 28.85%-14.7pp |
| Employer contribution / active EE | $1,742 | $3,031-42.5% | $3,737-53.4% | $2,588-32.7% |
| Participant deferral / active EE | $3,739 | $3,771-0.8% | $4,878-23.3% | $4,289-12.8% |
| Admin fee / account holder | $193 | $2,028-90.5% | $6,730-97.1% | $1,587-87.8% |