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 INC2 years Filed as: NFP SECURITIES INC Service code 28 · EIN 74-2794194 | Investment Management | $23,991 |
MOUNTJOY CHILTON MEDLEY LLP4 years Service code 10 · EIN 27-1235638 | Accounting | $4,868 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,686 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $26 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,766 | $69,362-8.1% | $101,248-37.0% | $73,488-13.2% |
| Participation rate | 92.5% | 68.4%+24.1pp | 75.8%+16.7pp | 70.7%+21.8pp |
| Annual return | 11.77% | 18.46%-6.7pp | 46.47%-34.7pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,525 | $2,628-42.0% | $3,660-58.3% | $2,270-32.8% |
| Participant deferral / active EE | $5,318 | $3,300+61.2% | $4,370+21.7% | $3,740+42.2% |
| Admin fee / account holder | $31 | $704-95.6% | $5,945-99.5% | $513-94.0% |