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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,352 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $25,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,423 | $45,031-36.9% | $84,966-66.5% | $77,643-63.4% |
| Participation rate | 43.3% | 48.7%-5.4pp | 67.5%-24.2pp | 70.6%-27.3pp |
| Annual return | 18.91% | 79.22%-60.3pp | 66.38%-47.5pp | 31.24%-12.3pp |
| Employer contribution / active EE | $903 | $1,609-43.9% | $2,727-66.9% | $2,726-66.9% |
| Participant deferral / active EE | $1,622 | $2,807-42.2% | $4,519-64.1% | $4,647-65.1% |
| Admin fee / account holder | $175 | $912-80.8% | $6,149-97.1% | $430-59.3% |