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 4-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 INC1 year Filed as: NFP Service code 28 141 LONGWATER DRIVE, SUITE 101 · NORWELL, MA 02061 | Investment Management | $16,573 |
PENSERV PLAN SERVICES, INC.4+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE CIRCLE · WEST COLUMBIA, SC 29170 | Recordkeeping | $10,062 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,658 | $78,485-75.0% | $106,213-81.5% | $74,495-73.6% |
| Participation rate | 80.9% | 72.8%+8.0pp | 75.3%+5.6pp | 67.2%+13.7pp |
| Annual return | 11.51% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $613 | $2,523-75.7% | $3,171-80.7% | $2,623-76.6% |
| Participant deferral / active EE | $2,317 | $4,322-46.4% | $5,016-53.8% | $4,346-46.7% |
| Admin fee / account holder | $162 | $2,232-92.7% | $11,033-98.5% | $1,942-91.6% |