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 9-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 INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $33,344 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,310 | $79,013-18.6% | $100,391-35.9% | $74,495-13.7% |
| Participation rate | 78.5% | 79.5%-0.9pp | 81.5%-3.0pp | 67.2%+11.3pp |
| Annual return | 67.09% | 20.41%+46.7pp | 49.20%+17.9pp | 1364.94%-1297.9pp |
| Employer contribution / active EE | $2,323 | $3,021-23.1% | $3,942-41.1% | $2,623-11.5% |
| Participant deferral / active EE | $4,836 | $7,760-37.7% | $8,082-40.2% | $4,346+11.3% |
| Admin fee / account holder | $14 | $1,320-98.9% | $7,899-99.8% | $1,942-99.3% |