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 15 · EIN 13-3689044 | Recordkeeping | $147,323 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 23 · EIN 33-0905143 | Insurance services; Insurance brokera... | $25,526 |
SINGERLEWAK LLP1 year Filed as: SINGLERWALK LLP Service code 10 · EIN 95-2302617 | Accounting | $9,464 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,066 | $89,436-49.6% | $164,813-72.7% | $77,643-42.0% |
| Participation rate | 97.8% | 78.6%+19.2pp | 78.6%+19.2pp | 70.6%+27.2pp |
| Annual return | 11.76% | 28.83%-17.1pp | 69.93%-58.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,584 | $4,897+14.0% | $6,031-7.4% | $4,647+20.2% |
| Admin fee / account holder | $151 | $339-55.4% | $12,690-98.8% | $430-64.8% |