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 INC1 year Filed as: NFP RETIREMENT INC/ADVISOR SERVICES Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $26,000 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,482 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $1,249 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,635 | $37,884+78.5% | $79,464-14.9% | $75,289-10.2% |
| Participation rate | 98.1% | 65.0%+33.1pp | 73.3%+24.8pp | 72.4%+25.7pp |
| Annual return | -5.25% | 1.06%-6.3pp | 718.14%-723.4pp | -0.04%-5.2pp |
| Employer contribution / active EE | $1,893 | $1,680+12.7% | $2,800-32.4% | $2,405-21.3% |
| Participant deferral / active EE | $5,338 | $2,569+107.8% | $3,704+44.1% | $3,739+42.8% |
| Admin fee / account holder | $32 | $77-57.9% | $5,113-99.4% | $102-68.5% |