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 04-2647786 | Advisory (Plan) | $30,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,138 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,360 | $62,324-30.4% | $68,509-36.7% | $55,191-21.4% |
| Participation rate | 76.2% | 78.9%-2.7pp | 74.7%+1.5pp | 69.2%+7.1pp |
| Annual return | -0.42% | 4.26%-4.7pp | 8.27%-8.7pp | 10.78%-11.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $2,278-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,040 | $3,425-40.4% | $3,382-39.7% | $3,046-33.0% |
| Admin fee / account holder | $36 | $91-60.9% | $5,275-99.3% | $91-60.7% |