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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 28 | Investment Management | $1,096 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES, INC. Service code 55 | Other Commissions | $216 |
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 55 · EIN 74-2794194 STE 400 · AUSTIN, TX 78735 | Other Commissions | $156 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES, INC Service code 55 · EIN 06-1375177 | Other Commissions | $0 |
Service code 28 · EIN 71-0294708 | Investment Management | $0 |
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 | $64,833 | $100,041-35.2% | $149,718-56.7% | $70,131-7.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.64% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,147 | $3,662-14.0% | $5,445-42.2% | $2,342+34.4% |
| Participant deferral / active EE | $2,678 | $4,983-46.3% | $6,569-59.2% | $3,332-19.6% |
| Admin fee / account holder | $14 | $8,286-99.8% | $11,283-99.9% | $4,645-99.7% |