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 INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $44,252 |
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 | $104,308 | $62,544+66.8% | $129,207-19.3% | $199,593-47.7% |
| Participation rate | 11.5% | 56.8%-45.3pp | 69.6%-58.1pp | 72.0%-60.5pp |
| Annual return | 16.52% | 16.95%-0.4pp | 9417.33%-9400.8pp | 34.25%-17.7pp |
| Employer contribution / active EE | $427 | $2,394-82.1% | $4,153-89.7% | $3,034-85.9% |
| Participant deferral / active EE | $1,020 | $3,123-67.3% | $4,168-75.5% | $5,087-80.0% |
| Admin fee / account holder | $193 | $167+15.7% | $7,715-97.5% | $269-28.2% |