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 INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $21,496 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,715 |
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 | $37,526 | $37,117+1.1% | $147,614-74.6% | $55,191-32.0% |
| Participation rate | 84.4% | 63.6%+20.8pp | 84.6%-0.2pp | 69.2%+15.2pp |
| Annual return | 7.77% | 3.44%+4.3pp | 61.98%-54.2pp | 10.78%-3.0pp |
| Employer contribution / active EE | $1,419 | $1,620-12.4% | $5,564-74.5% | $1,899-25.3% |
| Participant deferral / active EE | $2,291 | $1,985+15.4% | $4,895-53.2% | $3,046-24.8% |
| Admin fee / account holder | $16 | $86-81.1% | $11,611-99.9% | $91-82.2% |