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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54,553 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $31,612 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $9,250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,058 | $93,182-10.9% | $146,665-43.4% | $79,386+4.6% |
| Participation rate | 89.2% | 76.4%+12.8pp | 80.1%+9.1pp | 70.7%+18.5pp |
| Annual return | 12.77% | 21.61%-8.8pp | 22.74%-10.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,779 | $4,169+38.6% | $5,506+5.0% | $4,046+42.8% |
| Admin fee / account holder | $350 | $585-40.3% | $10,280-96.6% | $626-44.2% |