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 |
|---|---|---|
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $65,000 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $59,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,824 | $110,483-9.6% | $145,433-31.4% | $79,634+25.4% |
| Participation rate | 98.8% | 71.1%+27.7pp | 82.1%+16.6pp | 62.5%+36.3pp |
| Annual return | 18.30% | 24.62%-6.3pp | 66.58%-48.3pp | 36.46%-18.2pp |
| Employer contribution / active EE | $5,302 | $4,053+30.8% | $4,554+16.4% | $2,529+109.6% |
| Participant deferral / active EE | $11,387 | $7,216+57.8% | $7,897+44.2% | $3,835+197.0% |
| Admin fee / account holder | $196 | $680-71.2% | $13,129-98.5% | $1,002-80.4% |