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 | $18,334 |
NFP RETIREMENT INC3 years Service code 16 · EIN 33-0905143 | Consulting | $10,834 |
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 | $57,586 | $58,879-2.2% | $178,490-67.7% | $73,488-21.6% |
| Participation rate | 9.8% | 66.2%-56.4pp | 81.9%-72.1pp | 70.7%-60.9pp |
| Annual return | 18.62% | 24.86%-6.2pp | 151.07%-132.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,126 | $2,567-17.2% | $5,202-59.1% | $3,740-43.2% |
| Admin fee / account holder | $4 | $400-99.1% | $13,984-100.0% | $513-99.3% |