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 99 · EIN 11-1000111 | Other Fees | $50,457 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $37,468 |
NFP RETIREMENT INC1 year Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,104 | $91,407+75.2% | $135,903+17.8% | $71,457+124.1% |
| Participation rate | 49.5% | 75.7%-26.2pp | 81.9%-32.4pp | 67.9%-18.4pp |
| Annual return | 16.08% | 29.90%-13.8pp | 68.23%-52.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $370 | $1,266-70.8% | $10,762-96.6% | $1,587-76.7% |