See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NPPG2 years Filed as: NPPG PLAN PROFESSIONALS LLC Service code 27 · EIN 85-3213245 | Advisory (Plan) | $33,018 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,347 |
Service code 15 · EIN 22-3349752 | Recordkeeping | $8,853 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,724 |
NPPG2 years Filed as: NPPG INVESTMENT SERVICES LLC Service code 27 · EIN 32-0356844 | Advisory (Plan) | $1,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,050 | $106,028-51.9% | $146,958-65.3% | $77,643-34.2% |
| Participation rate | 99.7% | 78.4%+21.3pp | 82.2%+17.6pp | 70.6%+29.1pp |
| Annual return | 87.70% | 56.73%+31.0pp | 418.34%-330.6pp | 31.24%+56.5pp |
| Employer contribution / active EE | $2,763 | $4,063-32.0% | $4,933-44.0% | $2,726+1.4% |
| Participant deferral / active EE | $5,287 | $7,990-33.8% | $8,070-34.5% | $4,647+13.8% |
| Admin fee / account holder | $25 | $337-92.6% | $12,998-99.8% | $430-94.2% |