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 16 · EIN 33-0905143 | Consulting | $23,392 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,534 | $100,801-58.8% | $149,696-72.3% | $73,409-43.4% |
| Participation rate | 56.1% | 77.7%-21.6pp | 82.5%-26.3pp | 72.2%-16.0pp |
| Annual return | 15.65% | 265.34%-249.7pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,113 | $3,312-66.4% | $4,644-76.0% | $2,234-50.2% |
| Participant deferral / active EE | $3,460 | $6,404-46.0% | $6,842-49.4% | $3,805-9.1% |
| Admin fee / account holder | $26 | $181-85.8% | $9,309-99.7% | $158-83.8% |