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 INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,964 |
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 | $80,877 | $49,451+63.6% | $79,550+1.7% | $66,914+20.9% |
| Participation rate | 68.0% | 61.3%+6.6pp | 69.5%-1.5pp | 69.8%-1.8pp |
| Annual return | -15.09% | 84.25%-99.3pp | 0.16%-15.3pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,452 | $1,266+14.7% | $2,413-39.8% | $2,544-42.9% |
| Participant deferral / active EE | $3,793 | $3,159+20.1% | $3,985-4.8% | $4,237-10.5% |
| Admin fee / account holder | $118 | $595-80.2% | $6,832-98.3% | $593-80.1% |