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 |
|---|---|---|
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $14,829 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 34-6527423 | Advisory (Plan) | $13,559 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,173 | $46,732+52.3% | $156,549-54.5% | $55,167+29.0% |
| Participation rate | 97.7% | 65.8%+31.9pp | 84.0%+13.7pp | 69.0%+28.7pp |
| Annual return | 7.60% | 17.72%-10.1pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $8,340 | $2,105+296.2% | $5,501+51.6% | $1,963+325.0% |
| Participant deferral / active EE | $3,793 | $2,204+72.1% | $4,871-22.1% | $3,054+24.2% |
| Admin fee / account holder | $130 | $418-68.9% | $13,027-99.0% | $504-74.2% |