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 Service code 26 · EIN 33-0905143 | Advisory (Participants) | $26,269 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,008 | $47,126-42.7% | $149,673-82.0% | $74,419-63.7% |
| Participation rate | 52.2% | 63.4%-11.2pp | 78.8%-26.6pp | 70.7%-18.6pp |
| Annual return | 17.05% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.3pp |
| Employer contribution / active EE | $791 | $1,905-58.5% | $4,818-83.6% | $2,637-70.0% |
| Participant deferral / active EE | $1,475 | $2,728-45.9% | $5,680-74.0% | $4,528-67.4% |
| Admin fee / account holder | $137 | $343-60.1% | $13,210-99.0% | $348-60.6% |