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 |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,996 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $14,076 |
Filed as: ROYAL ALLIANCE ASSOC. INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $8,320 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,027 | $42,353-38.5% | $79,550-67.3% | $64,808-59.8% |
| Participation rate | 76.3% | 64.8%+11.5pp | 69.5%+6.8pp | 71.5%+4.8pp |
| Annual return | -18.33% | -12.24%-6.1pp | 0.16%-18.5pp | 32.82%-51.1pp |
| Employer contribution / active EE | $628 | $1,181-46.8% | $2,413-74.0% | $2,506-74.9% |
| Participant deferral / active EE | $3,630 | $3,170+14.5% | $3,985-8.9% | $4,310-15.8% |
| Admin fee / account holder | $162 | $160+1.3% | $6,832-97.6% | $188-13.9% |