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 37 · EIN 04-2647786 | Loan Processing | $43,279 |
NEWFRONT RETIREMENT SERVICES INC3+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $34,766 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,946 | $100,923-46.5% | $150,045-64.0% | $74,304-27.4% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.3%+9.7pp | 60.3%+31.6pp |
| Annual return | 20.10% | 51.77%-31.7pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $4,312 | $3,463+24.5% | $4,693-8.1% | $2,241+92.4% |
| Participant deferral / active EE | $9,211 | $6,709+37.3% | $7,997+15.2% | $3,767+144.5% |
| Admin fee / account holder | $239 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |