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 6-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 | $57,151 |
NFP RETIREMENT INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,402 |
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 | $43,674 | $74,347-41.3% | $93,606-53.3% | $67,579-35.4% |
| Participation rate | 94.2% | 80.6%+13.6pp | 75.8%+18.4pp | 71.3%+22.9pp |
| Annual return | 28.16% | 28.07%+0.1pp | 32.76%-4.6pp | 378.56%-350.4pp |
| Employer contribution / active EE | $2,455 | $2,583-5.0% | $2,718-9.7% | $2,148+14.3% |
| Participant deferral / active EE | $4,697 | $4,060+15.7% | $4,069+15.4% | $3,539+32.7% |
| Admin fee / account holder | $185 | $123+50.7% | $7,888-97.7% | $142+29.9% |