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 INC1+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $20,441 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,900 |
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 | $25,839 | $51,769-50.1% | $57,343-54.9% | $52,331-50.6% |
| Participation rate | 85.0% | 75.2%+9.8pp | 75.1%+9.9pp | 68.1%+16.9pp |
| Annual return | -0.10% | 2.43%-2.5pp | 24.39%-24.5pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,152 | $2,335-7.9% | $2,689-20.0% | $1,882+14.3% |
| Participant deferral / active EE | $4,509 | $2,794+61.4% | $3,162+42.6% | $3,022+49.2% |
| Admin fee / account holder | $73 | $295-75.3% | $3,356-97.8% | $592-87.7% |