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) | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,793 |
BRHE GROUP1 year Service code 10 · EIN 30-0394947 | Accounting | $10,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,787 | $65,435+93.8% | $86,677+46.3% | $66,914+89.5% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.5pp |
| Annual return | -16.86% | -10.89%-6.0pp | 35.91%-52.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $7,844 | $2,153+264.3% | $2,836+176.5% | $2,544+208.3% |
| Participant deferral / active EE | $6,831 | $4,100+66.6% | $4,656+46.7% | $4,237+61.2% |
| Admin fee / account holder | $453 | $642-29.4% | $7,493-94.0% | $593-23.6% |