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 Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $70,421 |
HICKS PENSION SERVICES7+ years Service code 49 · EIN 94-2158860 | Other Services | $13,482 |
Service code 99 · EIN 95-3137599 | Other Fees | $10,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,795 | $58,347+38.5% | $85,682-5.7% | $86,799-6.9% |
| Participation rate | 99.3% | 64.9%+34.4pp | 69.9%+29.5pp | 72.3%+27.0pp |
| Annual return | 11.22% | 18.43%-7.2pp | 21.49%-10.3pp | 97.91%-86.7pp |
| Employer contribution / active EE | $4,307 | $1,751+146.0% | $2,618+64.5% | $2,405+79.0% |
| Participant deferral / active EE | $3,970 | $3,065+29.5% | $3,923+1.2% | $4,131-3.9% |
| Admin fee / account holder | $162 | $147+10.1% | $6,873-97.6% | $170-4.3% |