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 9-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 INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $9,478 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $8,679 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,689 |
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 | $48,108 | $56,277-14.5% | $80,975-40.6% | $62,891-23.5% |
| Participation rate | 96.9% | 69.0%+28.0pp | 75.8%+21.1pp | 69.3%+27.6pp |
| Annual return | 9.10% | 22.12%-13.0pp | 17.10%-8.0pp | 20.14%-11.0pp |
| Employer contribution / active EE | $2,496 | $1,943+28.5% | $3,714-32.8% | $2,281+9.4% |
| Participant deferral / active EE | $5,461 | $4,195+30.2% | $5,696-4.1% | $3,203+70.5% |
| Admin fee / account holder | $33 | $3,741-99.1% | $5,516-99.4% | $4,296-99.2% |