See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $34,072 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,238 |
CAPIN CROUSE LLP1 year Service code 10 · EIN 36-3990892 | Accounting | $5,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,751 | $67,984+51.1% | $65,493+56.9% | $74,304+38.3% |
| Participation rate | 89.0% | 66.3%+22.6pp | 73.1%+15.9pp | 60.3%+28.6pp |
| Annual return | 21.63% | 19.87%+1.8pp | 982.45%-960.8pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,076 | $2,491+23.5% | $2,574+19.5% | $2,241+37.3% |
| Participant deferral / active EE | $4,183 | $3,346+25.0% | $3,961+5.6% | $3,767+11.0% |
| Admin fee / account holder | $192 | $1,373-86.0% | $5,028-96.2% | $2,969-93.5% |