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 INC8 years Filed as: NFP RETIREMENT Service code 26 PO BOX 841621 · LOS ANGELES, CA 900841621 | Advisory (Participants) | $32,932 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA RETIREMENT Service code 15 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Recordkeeping | $9,012 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $7,685 |
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,332 |
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 | $237,587 | $61,272+287.8% | $149,673+58.7% | $71,457+232.5% |
| Participation rate | 98.4% | 62.5%+35.9pp | 78.8%+19.7pp | 67.9%+30.5pp |
| Annual return | 17.01% | 35.85%-18.8pp | 134.42%-117.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $5,526 | $2,378+132.3% | $4,818+14.7% | $2,588+113.5% |
| Participant deferral / active EE | $3,549 | $2,917+21.7% | $5,680-37.5% | $4,289-17.3% |
| Admin fee / account holder | $351 | $1,261-72.1% | $13,210-97.3% | $1,587-77.9% |