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 | $42,389 |
NFP RETIREMENT INC6 years Service code 16 · EIN 33-0905143 | Consulting | $24,430 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,897 | $62,603-33.1% | $104,294-59.8% | $66,914-37.4% |
| Participation rate | 90.4% | 59.6%+30.8pp | 73.3%+17.1pp | 69.8%+20.6pp |
| Annual return | -15.79% | -14.70%-1.1pp | 24.61%-40.4pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,919 | $1,972-2.7% | $3,372-43.1% | $2,544-24.6% |
| Participant deferral / active EE | $3,430 | $2,853+20.3% | $4,625-25.8% | $4,237-19.0% |
| Admin fee / account holder | $11 | $656-98.3% | $7,339-99.8% | $593-98.1% |