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 15 · EIN 35-0145825 | Recordkeeping | $13,975 |
NFP RETIREMENT INC2 years Service code 16 · EIN 33-0905143 | Consulting | $7,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,953 | $62,928-27.0% | $172,739-73.4% | $67,579-32.0% |
| Participation rate | 9.8% | 64.5%-54.6pp | 82.6%-72.8pp | 71.3%-61.5pp |
| Annual return | 22.79% | 30.36%-7.6pp | 802.84%-780.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,527 | $2,145-28.8% | $5,198-70.6% | $3,539-56.9% |
| Admin fee / account holder | $3 | $167-98.3% | $13,954-100.0% | $142-98.0% |