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 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $13,888 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,710 |
Service code 49 · EIN 74-2794194 | Other Services | $5,349 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,853 | $74,024-78.6% | $77,999-79.7% | $57,658-72.5% |
| Participation rate | 90.8% | 79.7%+11.0pp | 75.5%+15.3pp | 70.2%+20.6pp |
| Annual return | 13.44% | 12.14%+1.3pp | 425.96%-412.5pp | 5.13%+8.3pp |
| Employer contribution / active EE | $512 | $2,365-78.3% | $2,470-79.3% | $1,974-74.0% |
| Participant deferral / active EE | $1,691 | $3,533-52.1% | $3,497-51.6% | $3,061-44.7% |
| Admin fee / account holder | $17 | $93-81.3% | $5,480-99.7% | $95-81.6% |