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 INC6 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $65,963 |
HICKS PENSION SERVICES8+ years Service code 49 · EIN 94-2158860 | Other Services | $13,580 |
ATHERTON & ASSOCIATES LLP2 years Service code 99 · EIN 95-3137599 | Other Fees | $6,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,423 | $44,764+55.1% | $68,791+0.9% | $64,808+7.1% |
| Participation rate | 99.3% | 64.8%+34.5pp | 69.0%+30.3pp | 71.5%+27.8pp |
| Annual return | -14.76% | -10.91%-3.9pp | -6.38%-8.4pp | 32.82%-47.6pp |
| Employer contribution / active EE | $4,629 | $1,775+160.7% | $2,655+74.3% | $2,506+84.7% |
| Participant deferral / active EE | $4,496 | $3,238+38.9% | $3,941+14.1% | $4,310+4.3% |
| Admin fee / account holder | $114 | $151-24.7% | $4,932-97.7% | $188-39.3% |