Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | $125,892 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $15,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,806 | $89,808-27.8% | $100,383-35.4% | $77,671-16.6% |
| Participation rate | 87.1% | 81.2%+5.9pp | 81.5%+5.6pp | 70.6%+16.5pp |
| Annual return | 21.68% | 20.62%+1.1pp | 49.26%-27.6pp | 31.21%-9.5pp |
| Employer contribution / active EE | $3,126 | $3,039+2.9% | $3,944-20.7% | $2,726+14.6% |
| Participant deferral / active EE | $9,640 | $8,284+16.4% | $8,086+19.2% | $4,648+107.4% |
| Admin fee / account holder | $130 | $174-25.5% | $7,900-98.4% | $430-69.8% |