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 INC3+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $50,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,579 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,089 | $46,173+34.5% | $170,442-63.6% | $69,631-10.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 20.56% | 21.62%-1.1pp | 205.93%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $783 | $1,610-51.4% | $5,433-85.6% | $2,032-61.5% |
| Participant deferral / active EE | $4,091 | $2,080+96.7% | $4,939-17.2% | $3,224+26.9% |
| Admin fee / account holder | $71 | $116-38.4% | $13,880-99.5% | $110-35.3% |