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 |
|---|---|---|
NFP RETIREMENT INC5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,760 | $61,156+185.8% | $185,823-6.0% | $79,386+120.1% |
| Participation rate | 54.7% | 66.6%-11.9pp | 81.7%-27.0pp | 70.7%-16.0pp |
| Annual return | 12.98% | 19.45%-6.5pp | 122.05%-109.1pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,652 | $2,321-28.8% | $5,167-68.0% | $2,427-31.9% |
| Participant deferral / active EE | $3,197 | $2,789+14.6% | $5,568-42.6% | $4,046-21.0% |
| Admin fee / account holder | $41 | $710-94.2% | $16,237-99.7% | $626-93.4% |