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 INC2 years Service code 16 · EIN 33-0905143 | Consulting | $13,151 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,224 | $60,795-71.7% | $69,455-75.2% | $65,185-73.6% |
| Participation rate | 97.6% | 74.9%+22.7pp | 74.6%+23.0pp | 70.2%+27.4pp |
| Annual return | 4.75% | 17.46%-12.7pp | 28.97%-24.2pp | 29.38%-24.6pp |
| Employer contribution / active EE | $798 | $2,452-67.5% | $2,779-71.3% | $2,177-63.3% |
| Participant deferral / active EE | $1,653 | $3,162-47.7% | $3,535-53.3% | $3,514-53.0% |
| Admin fee / account holder | $82 | $314-73.9% | $3,839-97.9% | $847-90.3% |