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 INC1+ years Filed as: NFP SECURITIES INC Service code 55 1250 S CAPITAL OF TEXAS HWY · WESTLAKE HILLS, TX 78746 | Other Commissions | $27,239 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,950 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,464 | $50,464+11.9% | $75,781-25.5% | $52,331+7.9% |
| Participation rate | 98.6% | 66.8%+31.9pp | 75.8%+22.8pp | 68.1%+30.5pp |
| Annual return | -0.46% | 1.03%-1.5pp | 9.68%-10.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,952 | $1,988+48.5% | $3,323-11.2% | $1,882+56.9% |
| Participant deferral / active EE | $4,699 | $2,570+82.8% | $3,651+28.7% | $3,022+55.5% |
| Admin fee / account holder | $26 | $1,103-97.6% | $5,299-99.5% | $592-95.6% |