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 37 · EIN 04-2647786 | Loan Processing | $51,353 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,125 |
LTSP, INC.2 years Service code 10 · EIN 95-3864890 | Accounting | $22,000 |
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 | $62,915 | $69,159-9.0% | $125,175-49.7% | $67,579-6.9% |
| Participation rate | 91.9% | 78.2%+13.7pp | 79.8%+12.1pp | 71.3%+20.6pp |
| Annual return | 23.32% | 27.12%-3.8pp | 43.79%-20.5pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,443 | $2,023+20.7% | $3,865-36.8% | $2,148+13.7% |
| Participant deferral / active EE | $5,956 | $3,700+61.0% | $4,937+20.7% | $3,539+68.3% |
| Admin fee / account holder | $179 | $142+26.2% | $9,702-98.2% | $142+25.7% |