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 Service code 15 · EIN 33-0905143 | Recordkeeping | $48,641 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,764 |
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 | $329,250 | $73,102+350.4% | $123,544+166.5% | $56,287+485.0% |
| Participation rate | 91.4% | 74.3%+17.1pp | 82.3%+9.1pp | 69.9%+21.6pp |
| Annual return | -4.36% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $8,733 | $2,977+193.3% | $4,628+88.7% | $2,111+313.7% |
| Participant deferral / active EE | $8,088 | $5,423+49.2% | $6,426+25.9% | $3,350+141.5% |
| Admin fee / account holder | -$7 | $554-101.3% | $9,284-100.1% | $521-101.4% |