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 INC2 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $47,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,203 | $82,130+92.6% | $453,369-65.1% | $79,386+99.3% |
| Participation rate | 61.4% | 73.4%-12.0pp | 78.0%-16.6pp | 70.7%-9.3pp |
| Annual return | 14.78% | 345.31%-330.5pp | 64.40%-49.6pp | 116.85%-102.1pp |
| Employer contribution / active EE | $3,207 | $2,659+20.6% | $4,070-21.2% | $2,427+32.1% |
| Participant deferral / active EE | $7,168 | $4,314+66.2% | $6,209+15.5% | $4,046+77.2% |
| Admin fee / account holder | $472 | $531-11.0% | $11,209-95.8% | $626-24.6% |