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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,790 |
NFP RETIREMENT INC4 years Service code 16 · EIN 33-0905143 | Consulting | $13,919 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,948 | $56,485+20.3% | $185,823-63.4% | $86,799-21.7% |
| Participation rate | 11.7% | 65.5%-53.8pp | 81.7%-70.0pp | 72.3%-60.6pp |
| Annual return | 16.08% | 118.04%-102.0pp | 122.05%-106.0pp | 97.91%-81.8pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,001 | $2,553-21.6% | $5,568-64.1% | $4,131-51.6% |
| Admin fee / account holder | $9 | $150-94.2% | $16,237-99.9% | $170-94.9% |