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 INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,002 | $59,535+7.5% | $90,160-29.0% | $62,292+2.7% |
| Participation rate | 74.6% | 73.0%+1.5pp | 76.9%-2.3pp | 69.5%+5.1pp |
| Annual return | 17.07% | 23.53%-6.5pp | 34.88%-17.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,318 | $1,826-27.8% | $3,318-60.3% | $2,042-35.5% |
| Participant deferral / active EE | $7,102 | $4,639+53.1% | $5,288+34.3% | $3,169+124.1% |
| Admin fee / account holder | $60 | $337-82.2% | $5,943-99.0% | $479-87.5% |