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.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $11,516 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,064 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,477 | $93,571-58.9% | $135,903-71.7% | $75,163-48.8% |
| Participation rate | 76.0% | 75.2%+0.8pp | 81.9%-5.9pp | 67.2%+8.8pp |
| Annual return | 20.68% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,126 | $6,404+73.7% | $7,758+43.4% | $4,125+169.7% |
| Admin fee / account holder | $172 | $6,975-97.5% | $10,762-98.4% | $5,651-97.0% |