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 | $88,360-38.9% | $145,433-62.9% | $67,986-20.7% |
| Participation rate | 92.0% | 65.5%+26.5pp | 82.1%+9.9pp | 57.2%+34.8pp |
| Annual return | 20.10% | 63.15%-43.0pp | 66.58%-46.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $4,312 | $3,054+41.2% | $4,554-5.3% | $2,019+113.6% |
| Participant deferral / active EE | $9,211 | $5,932+55.3% | $7,897+16.6% | $3,358+174.3% |
| Admin fee / account holder | $239 | $3,313-92.8% | $13,129-98.2% | $3,203-92.5% |