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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,360 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $34,818 |
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 | $42,365 | $56,767-25.4% | $101,794-58.4% | $85,563-50.5% |
| Participation rate | 73.3% | 57.6%+15.7pp | 69.2%+4.1pp | 66.0%+7.3pp |
| Annual return | 18.83% | 17.76%+1.1pp | 30.53%-11.7pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,283 | $1,112+15.3% | $2,289-44.0% | $2,654-51.7% |
| Participant deferral / active EE | $4,056 | $2,720+49.1% | $4,084-0.7% | $4,375-7.3% |
| Admin fee / account holder | $208 | $1,098-81.0% | $8,777-97.6% | $834-75.0% |