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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $88,533 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 16 · EIN 33-0905143 | Consulting | $30,000 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,615 |
RESPONSIVE1 year Service code 16 · EIN 47-3598633 | Consulting | $9,297 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,357 | $122,186-72.7% | $146,958-77.3% | $199,593-83.3% |
| Participation rate | 97.9% | 78.3%+19.6pp | 82.2%+15.7pp | 72.0%+25.9pp |
| Annual return | 14.44% | 30.56%-16.1pp | 418.34%-403.9pp | 34.25%-19.8pp |
| Employer contribution / active EE | $1,616 | $4,093-60.5% | $4,933-67.2% | $3,034-46.7% |
| Participant deferral / active EE | $4,229 | $8,502-50.3% | $8,070-47.6% | $5,087-16.9% |
| Admin fee / account holder | $88 | $179-50.7% | $12,998-99.3% | $269-67.2% |