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 INC7 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $41,160 |
HICKS PENSION SERVICES9+ years Service code 49 · EIN 94-2158860 | Other Services | $13,575 |
ATHERTON & ASSOCIATES LLP3 years Service code 99 · EIN 95-3137599 | Other Fees | $11,130 |
J K R & COMPANY, INC.1 year Service code 99 · EIN 95-3420368 | Other Fees | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,824 | $49,693+48.6% | $70,515+4.7% | $74,419-0.8% |
| Participation rate | 99.7% | 64.7%+35.0pp | 68.3%+31.3pp | 70.7%+28.9pp |
| Annual return | 17.66% | 21.22%-3.6pp | 32.77%-15.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $4,237 | $1,773+138.9% | $2,973+42.5% | $2,637+60.7% |
| Participant deferral / active EE | $4,104 | $3,376+21.6% | $4,567-10.1% | $4,528-9.4% |
| Admin fee / account holder | $131 | $316-58.4% | $6,412-98.0% | $348-62.3% |