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 7-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 60 · EIN 04-2647786 | Sub-TA Fees | $14,212 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $9,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,956 | $51,197-18.0% | $82,719-49.3% | $66,914-37.3% |
| Participation rate | 50.0% | 67.8%-17.8pp | 72.6%-22.6pp | 69.8%-19.8pp |
| Annual return | -3.34% | -9.64%+6.3pp | 701.18%-704.5pp | 1.58%-4.9pp |
| Employer contribution / active EE | $2,189 | $2,611-16.2% | $3,009-27.3% | $2,544-14.0% |
| Participant deferral / active EE | $5,264 | $3,458+52.2% | $4,395+19.8% | $4,237+24.2% |
| Admin fee / account holder | $206 | $416-50.5% | $5,329-96.1% | $593-65.3% |