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 37 · EIN 04-2647786 | Loan Processing | $39,959 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $36,120 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,921 | $82,274+43.3% | $152,466-22.7% | $79,386+48.5% |
| Participation rate | 97.2% | 76.4%+20.8pp | 78.2%+19.0pp | 70.7%+26.5pp |
| Annual return | 10.85% | 7959.84%-7949.0pp | 757.33%-746.5pp | 116.85%-106.0pp |
| Employer contribution / active EE | $3,855 | $3,613+6.7% | $4,327-10.9% | $2,427+58.8% |
| Participant deferral / active EE | $6,262 | $4,969+26.0% | $5,820+7.6% | $4,046+54.8% |
| Admin fee / account holder | $392 | $632-38.0% | $15,805-97.5% | $626-37.4% |