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 INC7 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $33,034 |
Filed as: BEACH FREEMAN LIM AND CLELAND LLP Service code 10 · EIN 56-2306396 | Accounting | $28,786 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,004 |
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 | $72,378 | $87,013-16.8% | $106,213-31.9% | $80,856-10.5% |
| Participation rate | 93.3% | 70.4%+22.9pp | 75.3%+18.1pp | 67.6%+25.7pp |
| Annual return | 11.31% | 17.05%-5.7pp | 116.14%-104.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,999 | $2,395-16.5% | $3,171-37.0% | $2,755-27.4% |
| Participant deferral / active EE | $7,747 | $3,986+94.3% | $5,016+54.4% | $4,296+80.3% |
| Admin fee / account holder | $891 | $8,431-89.4% | $11,033-91.9% | $6,918-87.1% |