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 INC6 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $29,292 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,262 |
Filed as: BEACH FREEMAN LIM AND CLELAND LLP Service code 10 · EIN 56-2306396 | Accounting | $10,873 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,080 | $71,516-42.6% | $98,439-58.3% | $71,457-42.5% |
| Participation rate | 93.3% | 72.7%+20.6pp | 75.2%+18.2pp | 67.9%+25.4pp |
| Annual return | 18.47% | 32.41%-13.9pp | 21.16%-2.7pp | 28.85%-10.4pp |
| Employer contribution / active EE | $1,052 | $2,399-56.1% | $3,048-65.5% | $2,588-59.3% |
| Participant deferral / active EE | $6,435 | $4,109+56.6% | $4,738+35.8% | $4,289+50.0% |
| Admin fee / account holder | $373 | $1,675-77.7% | $8,948-95.8% | $1,587-76.5% |