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 RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,497 |
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 | $134,713 | $69,848+92.9% | $115,756+16.4% | $66,914+101.3% |
| Participation rate | 63.9% | 70.6%-6.7pp | 77.1%-13.2pp | 69.8%-5.9pp |
| Annual return | -17.07% | 969.66%-986.7pp | 143.14%-160.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $3,385 | $2,613+29.6% | $3,793-10.7% | $2,544+33.1% |
| Participant deferral / active EE | $7,988 | $4,274+86.9% | $6,254+27.7% | $4,237+88.5% |
| Admin fee / account holder | $308 | $337-8.8% | $8,124-96.2% | $593-48.1% |