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 INC7 years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 · EIN 41-1505971 | Advisory (Plan) | $16,871 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,475 | $88,581+97.0% | $145,661+19.8% | $74,304+134.8% |
| Participation rate | 65.6% | 64.9%+0.7pp | 77.2%-11.6pp | 60.3%+5.3pp |
| Annual return | 15.06% | 34.30%-19.2pp | 101.46%-86.4pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,111 | $2,612+19.1% | $4,238-26.6% | $2,241+38.8% |
| Participant deferral / active EE | $5,715 | $4,151+37.7% | $7,198-20.6% | $3,767+51.7% |
| Admin fee / account holder | $249 | $2,953-91.6% | $12,466-98.0% | $2,969-91.6% |