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 | $6,350 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,108 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,341 |
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 | $123,106 | $89,739+37.2% | $149,718-17.8% | $62,292+97.6% |
| Participation rate | 99.0% | 85.1%+13.9pp | 87.1%+12.0pp | 69.5%+29.5pp |
| Annual return | 18.68% | 21.01%-2.3pp | 1501.63%-1482.9pp | 28.90%-10.2pp |
| Employer contribution / active EE | $3,624 | $3,233+12.1% | $5,445-33.4% | $2,042+77.5% |
| Participant deferral / active EE | $9,067 | $4,797+89.0% | $6,569+38.0% | $3,169+186.1% |
| Admin fee / account holder | $103 | $551-81.3% | $11,283-99.1% | $479-78.5% |