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 INC1 year Filed as: NFP RETIREMENT, INC. Service code 16 · EIN 33-0905143 | Consulting | $35,600 |
NFP RETIREMENT INC1 year Filed as: NFP CORPORATE SERVICE Service code 16 · EIN 41-1505971 | Consulting | $11,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$40,776 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $361,462 | $80,753+347.6% | $136,294+165.2% | $62,292+480.3% |
| Participation rate | 94.9% | 73.5%+21.3pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 17.11% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $9,158 | $2,884+217.6% | $4,695+95.0% | $2,042+348.4% |
| Participant deferral / active EE | $8,852 | $5,164+71.4% | $6,247+41.7% | $3,169+179.3% |
| Admin fee / account holder | $42 | $525-92.0% | $9,243-99.5% | $479-91.2% |