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 INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNU Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,114 | $52,953+107.9% | $172,739-36.3% | $65,185+68.9% |
| Participation rate | 53.7% | 66.2%-12.4pp | 82.6%-28.9pp | 70.2%-16.5pp |
| Annual return | 26.27% | 30.12%-3.9pp | 802.84%-776.6pp | 29.38%-3.1pp |
| Employer contribution / active EE | $1,554 | $2,190-29.0% | $5,143-69.8% | $2,177-28.6% |
| Participant deferral / active EE | $2,937 | $2,471+18.9% | $5,198-43.5% | $3,514-16.4% |
| Admin fee / account holder | $38 | $472-92.0% | $13,954-99.7% | $847-95.5% |