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 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $50,874 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $9,343 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,308 | $92,971-50.2% | $96,683-52.1% | $74,419-37.8% |
| Participation rate | 96.1% | 71.5%+24.6pp | 74.3%+21.8pp | 70.7%+25.4pp |
| Annual return | 14.70% | 37.49%-22.8pp | 35.69%-21.0pp | 34.38%-19.7pp |
| Employer contribution / active EE | $784 | $3,426-77.1% | $3,737-79.0% | $2,637-70.3% |
| Participant deferral / active EE | $5,283 | $3,970+33.1% | $4,878+8.3% | $4,528+16.7% |
| Admin fee / account holder | $162 | $633-74.4% | $6,730-97.6% | $348-53.4% |