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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $443,874 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $195,477 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,753 | $99,062-72.0% | $129,207-78.5% | $99,062-72.0% |
| Participation rate | 74.5% | 71.6%+2.9pp | 69.6%+4.9pp | 71.6%+2.9pp |
| Annual return | 18.03% | 17.66%+0.4pp | 9417.33%-9399.3pp | 17.66%+0.4pp |
| Employer contribution / active EE | $1,677 | $3,262-48.6% | $4,153-59.6% | $3,262-48.6% |
| Participant deferral / active EE | $2,744 | $5,331-48.5% | $4,168-34.2% | $5,331-48.5% |
| Admin fee / account holder | $96 | $109-11.6% | $7,715-98.8% | $109-11.6% |