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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,540 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $23,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,959 | $122,239-41.1% | $184,203-60.9% | $74,495-3.4% |
| Participation rate | 74.5% | 85.5%-11.0pp | 86.8%-12.4pp | 67.2%+7.3pp |
| Annual return | 19.67% | 19.95%-0.3pp | 28.81%-9.1pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $3,798 | $4,537-16.3% | $6,427-40.9% | $2,623+44.8% |
| Participant deferral / active EE | $7,504 | $7,139+5.1% | $9,131-17.8% | $4,346+72.7% |
| Admin fee / account holder | $280 | $1,260-77.7% | $13,901-98.0% | $1,942-85.6% |