See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $16,544 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,238 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,861 | $82,130+81.3% | $453,369-67.2% | $79,386+87.5% |
| Participation rate | 80.5% | 73.4%+7.2pp | 78.0%+2.5pp | 70.7%+9.8pp |
| Annual return | 14.30% | 345.31%-331.0pp | 64.40%-50.1pp | 116.85%-102.6pp |
| Employer contribution / active EE | $3,179 | $2,659+19.6% | $4,070-21.9% | $2,427+31.0% |
| Participant deferral / active EE | $5,745 | $4,314+33.2% | $6,209-7.5% | $4,046+42.0% |
| Admin fee / account holder | $157 | $531-70.4% | $11,209-98.6% | $626-74.9% |