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 year Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $12,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,753 |
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 | $132,460 | $64,919+104.0% | $392,568-66.3% | $65,185+103.2% |
| Participation rate | 70.9% | 72.0%-1.1pp | 78.1%-7.2pp | 70.2%+0.7pp |
| Annual return | 24.16% | 26.09%-1.9pp | 24.42%-0.3pp | 29.38%-5.2pp |
| Employer contribution / active EE | $2,826 | $2,374+19.0% | $3,783-25.3% | $2,177+29.8% |
| Participant deferral / active EE | $4,278 | $3,668+16.6% | $5,985-28.5% | $3,514+21.8% |
| Admin fee / account holder | $154 | $634-75.7% | $6,260-97.5% | $847-81.8% |