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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,582 |
NFP RETIREMENT INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,567 | $52,208-47.2% | $86,612-68.2% | $74,419-63.0% |
| Participation rate | 69.4% | 66.3%+3.0pp | 71.7%-2.3pp | 70.7%-1.4pp |
| Annual return | 19.28% | 44.46%-25.2pp | 591.07%-571.8pp | 34.38%-15.1pp |
| Employer contribution / active EE | $395 | $2,282-82.7% | $3,022-86.9% | $2,637-85.0% |
| Participant deferral / active EE | $3,943 | $3,383+16.6% | $4,438-11.1% | $4,528-12.9% |
| Admin fee / account holder | $252 | $319-21.0% | $5,614-95.5% | $348-27.6% |