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 INC4 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $15,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $944 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $133,031 | $69,848+90.5% | $115,756+14.9% | $66,914+98.8% |
| Participation rate | 77.1% | 70.6%+6.4pp | 77.1%0pp | 69.8%+7.3pp |
| Annual return | -19.70% | 969.66%-989.4pp | 143.14%-162.8pp | 1.58%-21.3pp |
| Employer contribution / active EE | $3,260 | $2,613+24.8% | $3,793-14.0% | $2,544+28.1% |
| Participant deferral / active EE | $5,868 | $4,274+37.3% | $6,254-6.2% | $4,237+38.5% |
| Admin fee / account holder | $153 | $337-54.6% | $8,124-98.1% | $593-74.2% |