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 |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP CORPORATE SERVICES (MN), INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,196 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $42,291 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $195,647 | $99,957+95.7% | $149,696+30.7% | $73,488+166.2% |
| Participation rate | 95.6% | 75.7%+19.9pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 18.90% | 53.87%-35.0pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $12,691 | $3,191+297.7% | $4,644+173.3% | $2,270+459.1% |
| Participant deferral / active EE | $10,269 | $6,073+69.1% | $6,842+50.1% | $3,740+174.6% |
| Admin fee / account holder | $704 | $551+27.9% | $9,309-92.4% | $513+37.3% |