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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,507 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $29,873 |
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 | $37,024 | $54,193-31.7% | $93,606-60.4% | $77,643-52.3% |
| Participation rate | 70.0% | 63.9%+6.1pp | 68.7%+1.3pp | 70.6%-0.6pp |
| Annual return | 12.37% | 30.54%-18.2pp | 133.20%-120.8pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,335 | $1,168+14.3% | $2,420-44.8% | $2,726-51.0% |
| Participant deferral / active EE | $3,878 | $3,144+23.4% | $4,411-12.1% | $4,647-16.6% |
| Admin fee / account holder | $207 | $576-64.0% | $8,285-97.5% | $430-51.8% |