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 | $34,813 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 26 · EIN 33-0905143 | Advisory (Participants) | $10,841 |
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 | $24,020 | $80,724-70.2% | $103,333-76.8% | $74,495-67.8% |
| Participation rate | 88.1% | 65.7%+22.4pp | 74.5%+13.6pp | 67.2%+20.9pp |
| Annual return | 15.27% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,643 | $3,157-48.0% | $3,868-57.5% | $2,623-37.4% |
| Participant deferral / active EE | $3,484 | $3,860-9.8% | $5,057-31.1% | $4,346-19.8% |
| Admin fee / account holder | $217 | $2,368-90.8% | $8,355-97.4% | $1,942-88.8% |