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 INC1 year Filed as: NFP RETIREMENT INC ADV SERVICES LLC Service code 16 120 VANTIS · ALISO VIEJO, CA 92656 | Consulting | $13,003 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 16 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 78746 | Consulting | $12,875 |
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,345 |
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 | $163,469 | $99,957+63.5% | $149,696+9.2% | $73,488+122.4% |
| Participation rate | 92.3% | 75.7%+16.6pp | 82.5%+9.9pp | 70.7%+21.7pp |
| Annual return | 22.42% | 53.87%-31.5pp | 276.60%-254.2pp | 28.51%-6.1pp |
| Employer contribution / active EE | $1,991 | $3,191-37.6% | $4,644-57.1% | $2,270-12.3% |
| Participant deferral / active EE | $11,684 | $6,073+92.4% | $6,842+70.8% | $3,740+212.4% |
| Admin fee / account holder | $98 | $551-82.2% | $9,309-98.9% | $513-80.8% |