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 INC5 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $14,241 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,145 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,851 | $80,138+80.8% | $130,231+11.2% | $71,457+102.7% |
| Participation rate | 74.3% | 71.0%+3.3pp | 76.3%-2.0pp | 67.9%+6.4pp |
| Annual return | 18.06% | 16.81%+1.3pp | 38.77%-20.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $3,318 | $2,834+17.1% | $4,126-19.6% | $2,588+28.2% |
| Participant deferral / active EE | $6,262 | $4,641+34.9% | $6,799-7.9% | $4,289+46.0% |
| Admin fee / account holder | $126 | $1,035-87.8% | $6,020-97.9% | $1,587-92.1% |