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 3-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 15 · EIN 01-0233346 | Recordkeeping | $117,832 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 35-2552359 1100 CONGRESS AVE · AUSTIN, TX 78701 | Advisory (Plan) | $79,068 |
Filed as: ATLANTIC PENSION SERVICES INC. Service code 15 · EIN 23-2942715 200 N. UNION STREET · KENNETT SQUARE, PA 19348 | Recordkeeping | $58,644 |
LBMC, PC1 year Service code 10 201 FRANKLIN ROAD · BRENTWOOD, TN 37027 | Accounting | $3,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,982 | $53,136-19.1% | $155,509-72.4% | $199,593-78.5% |
| Participation rate | 93.0% | 64.1%+28.9pp | 78.2%+14.8pp | 72.0%+21.0pp |
| Annual return | 15.43% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $2,435 | $1,851+31.6% | $4,672-47.9% | $3,034-19.7% |
| Participant deferral / active EE | $5,826 | $3,161+84.3% | $5,626+3.5% | $5,087+14.5% |
| Admin fee / account holder | $135 | $185-27.4% | $15,912-99.2% | $269-49.9% |