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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,768 |
NFP RETIREMENT INC1 year Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,441 | $60,396-31.4% | $111,392-62.8% | $56,287-26.4% |
| Participation rate | 49.8% | 72.4%-22.6pp | 78.9%-29.1pp | 69.9%-20.1pp |
| Annual return | -5.17% | 20.26%-25.4pp | -2.06%-3.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,188 | $3,459-36.7% | $4,328-49.4% | $2,111+3.7% |
| Participant deferral / active EE | $2,837 | $4,421-35.8% | $5,567-49.0% | $3,350-15.3% |
| Admin fee / account holder | $184 | $610-69.9% | $12,266-98.5% | $521-64.8% |