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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Investment managem... | $114,781 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Consulting | $86,383 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,335 | $37,117-18.3% | $147,614-79.4% | $55,191-45.0% |
| Participation rate | 72.5% | 63.6%+8.9pp | 84.6%-12.1pp | 69.2%+3.4pp |
| Annual return | -1.44% | 3.44%-4.9pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $1,691 | $1,620+4.3% | $5,564-69.6% | $1,899-11.0% |
| Participant deferral / active EE | $2,468 | $1,985+24.3% | $4,895-49.6% | $3,046-19.0% |
| Admin fee / account holder | $125 | $86+46.0% | $11,611-98.9% | $91+37.6% |