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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $51,853 |
TIAA3 years Service code 13 · EIN 13-1624203 | Contract Administrator | $18,763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,514 | $96,018-30.7% | $65,493+1.6% | $85,563-22.3% |
| Participation rate | 96.5% | 74.8%+21.7pp | 73.1%+23.4pp | 66.0%+30.5pp |
| Annual return | 13.75% | 14.51%-0.8pp | 982.45%-968.7pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,974 | $3,235-39.0% | $2,574-23.3% | $2,654-25.6% |
| Participant deferral / active EE | $2,385 | $4,055-41.2% | $3,961-39.8% | $4,375-45.5% |
| Admin fee / account holder | $142 | $271-47.6% | $5,028-97.2% | $834-83.0% |