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 INC6 years Service code 27 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $59,324 |
Service code 15 · EIN 13-3689044 940 W. VALLEY RD. · WAYNE, PA 19087 | Recordkeeping | $9,493 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $250 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,383 | $82,917-33.2% | $103,333-46.4% | $77,643-28.7% |
| Participation rate | 95.7% | 71.6%+24.1pp | 74.5%+21.2pp | 70.6%+25.1pp |
| Annual return | 10.56% | 19.13%-8.6pp | 24.88%-14.3pp | 31.24%-20.7pp |
| Employer contribution / active EE | $824 | $3,552-76.8% | $3,868-78.7% | $2,726-69.8% |
| Participant deferral / active EE | $5,969 | $4,108+45.3% | $5,057+18.0% | $4,647+28.4% |
| Admin fee / account holder | $129 | $638-79.7% | $8,355-98.5% | $430-70.0% |