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 INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $30,060 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,365 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,935 | $70,667+35.8% | $123,104-22.1% | $52,331+83.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 3.69% | 6.23%-2.5pp | 13.22%-9.5pp | 4.54%-0.9pp |
| Employer contribution / active EE | $8,526 | $2,946+189.4% | $5,151+65.5% | $1,882+353.1% |
| Participant deferral / active EE | $12,632 | $4,493+181.2% | $6,230+102.8% | $3,022+318.0% |
| Admin fee / account holder | $226 | $506-55.4% | $9,015-97.5% | $592-61.8% |