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 INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $23,240 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,494 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,387 | $77,813-23.7% | $123,544-51.9% | $64,186-7.5% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | -6.20% | 12.48%-18.7pp | 119.20%-125.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $16,574 | $3,014+449.9% | $4,628+258.1% | $2,381+596.1% |
| Participant deferral / active EE | $14,492 | $5,240+176.6% | $6,426+125.5% | $3,470+317.7% |
| Admin fee / account holder | $62 | $5,519-98.9% | $9,284-99.3% | $4,888-98.7% |