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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,440 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $23,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,278 | $53,165-37.4% | $86,188-61.4% | $74,419-55.3% |
| Participation rate | 67.0% | 64.9%+2.2pp | 69.0%-1.9pp | 70.7%-3.7pp |
| Annual return | 18.71% | 22.64%-3.9pp | 1168.45%-1149.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,310 | $1,210+8.3% | $2,380-45.0% | $2,637-50.3% |
| Participant deferral / active EE | $3,927 | $3,234+21.4% | $3,985-1.5% | $4,528-13.3% |
| Admin fee / account holder | $143 | $551-74.0% | $6,852-97.9% | $348-58.8% |