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 99 · EIN 33-0901543 | Other Fees | $34,783 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,151 | $66,813+42.4% | $100,516-5.3% | $73,488+29.5% |
| Participation rate | 79.2% | 77.5%+1.7pp | 79.4%-0.2pp | 70.7%+8.5pp |
| Annual return | 15.78% | 25.70%-9.9pp | 30.89%-15.1pp | 28.51%-12.7pp |
| Employer contribution / active EE | $2,403 | $2,147+12.0% | $3,418-29.7% | $2,270+5.9% |
| Participant deferral / active EE | $7,146 | $5,883+21.5% | $6,270+14.0% | $3,740+91.1% |
| Admin fee / account holder | $21 | $512-96.0% | $8,081-99.7% | $513-96.0% |