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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $118,240 |
NFP RETIREMENT INC8 years Filed as: NFP Service code 16 · EIN 33-0905143 | Consulting | $55,000 |
Filed as: HOLTHOUSE, CARLIN & VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $14,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 16 · EIN 04-2647786 | Consulting | $390 |
NATIONAL FINANCIAL SERVICES9 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,493 | $50,820+95.8% | $155,567-36.0% | $77,671+28.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 15.14% | 34.85%-19.7pp | 64.74%-49.6pp | 31.21%-16.1pp |
| Employer contribution / active EE | $5,619 | $1,993+182.0% | $4,674+20.2% | $2,726+106.1% |
| Participant deferral / active EE | $7,829 | $2,823+177.3% | $5,628+39.1% | $4,648+68.4% |
| Admin fee / account holder | $262 | $436-40.0% | $15,916-98.4% | $430-39.2% |