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 INC2 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $13,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $700 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $147,327 | $73,823+99.6% | $379,746-61.2% | $73,488+100.5% |
| Participation rate | 72.4% | 73.1%-0.8pp | 78.4%-6.1pp | 70.7%+1.7pp |
| Annual return | 18.91% | 29.06%-10.2pp | 34.90%-16.0pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,626 | $2,472+6.2% | $3,540-25.8% | $2,270+15.7% |
| Participant deferral / active EE | $5,034 | $4,038+24.7% | $6,024-16.4% | $3,740+34.6% |
| Admin fee / account holder | $133 | $607-78.0% | $7,927-98.3% | $513-74.0% |