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 INC2 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $49,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,102 |
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 | $400,101 | $89,652+346.3% | $141,162+183.4% | $65,185+513.8% |
| Participation rate | 95.0% | 74.7%+20.3pp | 82.5%+12.6pp | 70.2%+24.8pp |
| Annual return | 21.69% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $8,935 | $3,065+191.5% | $4,735+88.7% | $2,177+310.5% |
| Participant deferral / active EE | $7,912 | $5,691+39.0% | $6,709+17.9% | $3,514+125.2% |
| Admin fee / account holder | $21 | $569-96.4% | $10,261-99.8% | $847-97.6% |