Filed March 13, 2023
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 27 · EIN 33-0905143 | Advisory (Plan) | $69,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,123 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,040 | $91,372-27.7% | $129,995-49.2% | $74,419-11.3% |
| Participation rate | 92.8% | 77.8%+15.0pp | 78.5%+14.3pp | 70.7%+22.1pp |
| Annual return | 17.44% | 23.21%-5.8pp | -137.18%+154.6pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,425 | $2,563-44.4% | $4,320-67.0% | $2,637-46.0% |
| Participant deferral / active EE | $4,616 | $4,721-2.2% | $5,820-20.7% | $4,528+2.0% |
| Admin fee / account holder | $118 | $283-58.3% | $10,614-98.9% | $348-66.0% |