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 INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,062 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,218 | $66,813-44.3% | $100,516-63.0% | $73,488-49.4% |
| Participation rate | 98.0% | 77.5%+20.5pp | 79.4%+18.6pp | 70.7%+27.3pp |
| Annual return | 18.65% | 25.70%-7.1pp | 30.89%-12.2pp | 28.51%-9.9pp |
| Employer contribution / active EE | $4,156 | $2,147+93.6% | $3,418+21.6% | $2,270+83.1% |
| Participant deferral / active EE | $10,561 | $5,883+79.5% | $6,270+68.4% | $3,740+182.4% |
| Admin fee / account holder | $119 | $512-76.7% | $8,081-98.5% | $513-76.7% |