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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $40,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,611 | $80,138+82.9% | $130,231+12.6% | $71,457+105.2% |
| Participation rate | 76.3% | 71.0%+5.3pp | 76.3%0pp | 67.9%+8.4pp |
| Annual return | 17.03% | 16.81%+0.2pp | 38.77%-21.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,400 | $2,834+55.3% | $4,126+6.7% | $2,588+70.1% |
| Participant deferral / active EE | $9,539 | $4,641+105.6% | $6,799+40.3% | $4,289+122.4% |
| Admin fee / account holder | $282 | $1,035-72.7% | $6,020-95.3% | $1,587-82.2% |