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 INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $43,018 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,400 |
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 | $76,246 | $68,346+11.6% | $94,646-19.4% | $75,163+1.4% |
| Participation rate | 94.2% | 76.1%+18.1pp | 80.8%+13.4pp | 67.2%+27.0pp |
| Annual return | 20.29% | 616.93%-596.6pp | 156.71%-136.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,659 | $2,701-38.6% | $3,672-54.8% | $2,670-37.9% |
| Participant deferral / active EE | $10,678 | $6,537+63.3% | $7,418+43.9% | $4,125+158.8% |
| Admin fee / account holder | $33 | $5,326-99.4% | $7,231-99.5% | $5,651-99.4% |