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 INC8 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,555 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD, PC Service code 10 · EIN 58-1250486 | Accounting | $16,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,644 | $89,436-8.7% | $164,813-50.5% | $77,643+5.2% |
| Participation rate | 93.7% | 78.6%+15.1pp | 78.6%+15.1pp | 70.6%+23.1pp |
| Annual return | 14.55% | 28.83%-14.3pp | 69.93%-55.4pp | 31.24%-16.7pp |
| Employer contribution / active EE | $3,279 | $2,569+27.7% | $4,341-24.5% | $2,726+20.3% |
| Participant deferral / active EE | $7,785 | $4,897+59.0% | $6,031+29.1% | $4,647+67.5% |
| Admin fee / account holder | $167 | $339-50.9% | $12,690-98.7% | $430-61.3% |