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 35-0145825 | Recordkeeping | $28,360 |
NFP RETIREMENT INC2 years Service code 16 · EIN 33-0905143 | Consulting | $14,763 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,487 | $65,557-55.0% | $105,738-72.1% | $56,287-47.6% |
| Participation rate | 78.8% | 63.4%+15.4pp | 76.3%+2.5pp | 69.9%+9.0pp |
| Annual return | -5.43% | -1.32%-4.1pp | 6.27%-11.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $1,371 | $1,788-23.3% | $3,268-58.1% | $2,111-35.1% |
| Participant deferral / active EE | $2,247 | $2,418-7.0% | $4,080-44.9% | $3,350-32.9% |
| Admin fee / account holder | $7 | $561-98.8% | $6,913-99.9% | $521-98.7% |