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 | $37,512 |
NFP RETIREMENT INC4 years Service code 16 · EIN 33-0905143 | Consulting | $20,224 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,982 | $59,328-27.6% | $118,925-63.9% | $73,488-41.5% |
| Participation rate | 87.3% | 62.3%+25.0pp | 75.4%+11.9pp | 70.7%+16.6pp |
| Annual return | 15.94% | 19.13%-3.2pp | 35.88%-19.9pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,610 | $1,803-10.7% | $3,263-50.6% | $2,270-29.1% |
| Participant deferral / active EE | $2,842 | $2,604+9.1% | $4,265-33.4% | $3,740-24.0% |
| Admin fee / account holder | $7 | $600-98.8% | $6,581-99.9% | $513-98.6% |