Filed December 21, 2023
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 INC1 year Filed as: NFP RET. INC/ADVISOR SERVICES LLC Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $64,375 |
T ROWE PRICE RPS INC5+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,815 |
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 | $131,325 | $204,517-35.8% | $69,455+89.1% | $77,787+68.8% |
| Participation rate | 97.8% | 74.6%+23.2pp | 74.6%+23.2pp | 73.2%+24.6pp |
| Annual return | 23.60% | 22.10%+1.5pp | 28.97%-5.4pp | 32.57%-9.0pp |
| Employer contribution / active EE | $5,583 | $3,548+57.4% | $2,779+100.9% | $2,504+122.9% |
| Participant deferral / active EE | $6,454 | $3,478+85.6% | $3,535+82.6% | $3,967+62.7% |
| Admin fee / account holder | $44 | $101-56.4% | $3,839-98.9% | $100-56.2% |