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 |
|---|---|---|
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $20,668 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $15,650 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 17 · EIN 13-3180178 | Pension Consulting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,714 | $82,664+129.5% | $125,339+51.4% | $68,494+177.0% |
| Participation rate | 90.1% | 75.0%+15.1pp | 82.4%+7.7pp | 67.9%+22.2pp |
| Annual return | -15.61% | -5.97%-9.6pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $3,472 | $3,381+2.7% | $4,814-27.9% | $2,596+33.7% |
| Participant deferral / active EE | $3,363 | $6,110-45.0% | $7,446-54.8% | $4,027-16.5% |
| Admin fee / account holder | $237 | $6,275-96.2% | $10,010-97.6% | $5,403-95.6% |