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 INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $17,475 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,499 | $70,002+20.7% | $115,037-26.5% | $52,331+61.5% |
| Participation rate | 64.2% | 72.1%-7.9pp | 81.4%-17.2pp | 68.1%-3.9pp |
| Annual return | 0.11% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $2,687 | $2,715-1.0% | $4,608-41.7% | $1,882+42.8% |
| Participant deferral / active EE | $4,146 | $4,920-15.7% | $6,026-31.2% | $3,022+37.2% |
| Admin fee / account holder | $10 | $566-98.2% | $8,175-99.9% | $592-98.3% |