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 | $115,279 |
NFP RETIREMENT INC6+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,366 | $92,055-29.0% | $106,213-38.5% | $77,643-15.8% |
| Participation rate | 91.7% | 81.0%+10.6pp | 75.3%+16.4pp | 70.6%+21.1pp |
| Annual return | 16.05% | 17.91%-1.9pp | 116.14%-100.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $3,162 | $3,367-6.1% | $3,171-0.3% | $2,726+16.0% |
| Participant deferral / active EE | $7,072 | $5,386+31.3% | $5,016+41.0% | $4,647+52.2% |
| Admin fee / account holder | $175 | $219-20.3% | $11,033-98.4% | $430-59.5% |