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 INC1 year Service code 26 PO BOX 841621 · LOS ANGELES, CA 900841621 | Advisory (Participants) | $40,000 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,064 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,328 | $55,415+472.6% | $155,509+104.1% | $74,495+326.0% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.0pp | 67.2%+12.0pp |
| Annual return | 11.47% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $6,795 | $2,267+199.7% | $4,672+45.4% | $2,623+159.0% |
| Participant deferral / active EE | $3,977 | $2,836+40.2% | $5,626-29.3% | $4,346-8.5% |
| Admin fee / account holder | $367 | $1,738-78.9% | $15,912-97.7% | $1,942-81.1% |