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 INC2 years Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $40,434 |
QBI, LLC3 years Service code 15 · EIN 26-2768667 21031 VENTURA BLVD. 12TH FLOOR · WOODLAND HILLS, CA 91364 | Recordkeeping | $7,435 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 22 | Insurance Broker | $3,582 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $3,162 |
Filed as: KESTRA INVESTMENT SERVICES Service code 22 · EIN 74-2794194 3750 CARMEL MOUNTAIN ROAD · SAN DIEGO, CA 92130 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,934 | $69,362-32.3% | $101,248-53.6% | $73,488-36.1% |
| Participation rate | 95.5% | 68.4%+27.1pp | 75.8%+19.7pp | 70.7%+24.8pp |
| Annual return | 14.68% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,355 | $3,300+32.0% | $4,370-0.3% | $3,740+16.5% |
| Admin fee / account holder | $117 | $704-83.4% | $5,945-98.0% | $513-77.3% |