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 |
|---|---|---|
Filed as: NPB FINANCIAL GROUP LLC Service code 15 · EIN 72-1606466 | Recordkeeping | $18,135 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,340 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $46,672 | $62,586-25.4% | $76,768-39.2% | $64,186-27.3% |
| Participation rate | 73.7% | 72.8%+0.9pp | 77.0%-3.3pp | 69.6%+4.1pp |
| Annual return | -2.64% | -1.95%-0.7pp | 2.43%-5.1pp | 7.63%-10.3pp |
| Employer contribution / active EE | $331 | $1,832-81.9% | $2,485-86.7% | $2,381-86.1% |
| Participant deferral / active EE | $2,510 | $3,145-20.2% | $3,852-34.8% | $3,470-27.7% |
| Admin fee / account holder | $253 | $4,667-94.6% | $6,675-96.2% | $4,888-94.8% |