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 8-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 · WEST LAKE HILLS, TX 78746 | Other Commissions | $39,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
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 | $141,352 | $45,152+213.1% | $73,843+91.4% | $59,632+137.0% |
| Participation rate | 96.5% | 64.0%+32.5pp | 73.4%+23.1pp | 68.7%+27.8pp |
| Annual return | -0.49% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,886 | $1,902+104.4% | $2,787+39.4% | $2,203+76.4% |
| Participant deferral / active EE | $14,763 | $2,574+473.6% | $3,583+312.0% | $3,192+362.6% |
| Admin fee / account holder | $2 | $3,516-99.9% | $4,880-100.0% | $4,297-99.9% |