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 9-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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP ADVISOR SERVICES HOLDINGS D, IN Service code 15 · EIN 47-1566880 | Recordkeeping | $5,507 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,750 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $36,363 | $65,376-44.4% | $87,100-58.3% | $65,185-44.2% |
| Participation rate | 87.8% | 75.3%+12.5pp | 76.9%+10.9pp | 70.2%+17.6pp |
| Annual return | 18.74% | 31.27%-12.5pp | 28.19%-9.4pp | 29.38%-10.6pp |
| Employer contribution / active EE | $1,002 | $1,822-45.0% | $2,521-60.2% | $2,177-53.9% |
| Participant deferral / active EE | $2,682 | $3,388-20.8% | $4,049-33.8% | $3,514-23.7% |
| Admin fee / account holder | $82 | $520-84.3% | $7,497-98.9% | $847-90.4% |