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 INC7 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $41,250 |
PENTEGRA SERVICES, INC.4 years Filed as: PENTEGRA SERVICES IN Service code 16 · EIN 13-3745616 701 WINCHESTER AVE · WHITE PLAINS, NY 10604 | Consulting | $19,182 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,143 | $65,061+207.6% | $143,757+39.2% | $66,914+199.1% |
| Participation rate | 99.2% | 65.2%+34.0pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -16.40% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $5,534 | $2,361+134.4% | $4,951+11.8% | $2,544+117.5% |
| Participant deferral / active EE | $3,441 | $2,919+17.9% | $5,637-39.0% | $4,237-18.8% |
| Admin fee / account holder | $441 | $502-12.1% | $14,673-97.0% | $593-25.7% |