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 33-0901543 | Other Fees | $33,637 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,885 | $58,655+19.1% | $91,989-24.0% | $65,185+7.2% |
| Participation rate | 69.6% | 75.3%-5.7pp | 78.6%-9.0pp | 70.2%-0.6pp |
| Annual return | 23.80% | 33.92%-10.1pp | 69.02%-45.2pp | 29.38%-5.6pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,452-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,825 | $5,474+6.4% | $5,923-1.7% | $3,514+65.8% |
| Admin fee / account holder | $13 | $434-97.0% | $7,743-99.8% | $847-98.4% |