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 INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 53 · EIN 74-2470431 | Insurance Commissions | $6,308 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,255 |
Employer contribution per participant 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 | $38,242 | $43,423-11.9% | $78,689-51.4% | $55,167-30.7% |
| Participation rate | 92.2% | 68.0%+24.1pp | 73.6%+18.6pp | 69.0%+23.2pp |
| Annual return | 8.02% | 11.53%-3.5pp | 62.18%-54.2pp | 169.23%-161.2pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,510 | $2,509+0.1% | $3,517-28.6% | $3,054-17.8% |
| Admin fee / account holder | $22 | $416-94.7% | $4,510-99.5% | $504-95.6% |