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 INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $42,238 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,023 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,454 | $43,504+45.9% | $68,793-7.8% | $56,287+12.7% |
| Participation rate | 85.1% | 67.8%+17.3pp | 72.2%+12.9pp | 69.9%+15.3pp |
| Annual return | -6.55% | -3.15%-3.4pp | -4.63%-1.9pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,906 | $2,509+15.8% | $3,311-12.2% | $3,350-13.3% |
| Admin fee / account holder | $15 | $515-97.1% | $5,131-99.7% | $521-97.1% |