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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,043 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $260 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,399 | $88,083-45.1% | $164,813-70.6% | $74,495-35.0% |
| Participation rate | 96.1% | 73.0%+23.1pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 12.05% | 17.26%-5.2pp | 69.93%-57.9pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $2,693 | $2,593+3.9% | $4,341-38.0% | $2,623+2.7% |
| Participant deferral / active EE | $5,114 | $4,498+13.7% | $6,031-15.2% | $4,346+17.7% |
| Admin fee / account holder | $136 | $2,234-93.9% | $12,690-98.9% | $1,942-93.0% |