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 | $34,755 |
NFP RETIREMENT INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,122 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US,LLP Service code 10 · EIN 39-0859910 | Accounting | $10,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,144 | $86,655-27.1% | $119,609-47.2% | $66,914-5.6% |
| Participation rate | 88.8% | 75.6%+13.2pp | 79.3%+9.5pp | 69.8%+19.0pp |
| Annual return | -16.49% | -8.00%-8.5pp | -14.97%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $948 | $2,536-62.6% | $4,232-77.6% | $2,544-62.7% |
| Participant deferral / active EE | $6,597 | $4,358+51.4% | $5,602+17.8% | $4,237+55.7% |
| Admin fee / account holder | $275 | $755-63.6% | $10,323-97.3% | $593-53.7% |