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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$42,566 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $442,320 | $99,957+342.5% | $149,696+195.5% | $73,488+501.9% |
| Participation rate | 86.8% | 75.7%+11.1pp | 82.5%+4.3pp | 70.7%+16.1pp |
| Annual return | 13.35% | 53.87%-40.5pp | 276.60%-263.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $7,389 | $3,191+131.6% | $4,644+59.1% | $2,270+225.5% |
| Participant deferral / active EE | $9,204 | $6,073+51.6% | $6,842+34.5% | $3,740+146.1% |
| Admin fee / account holder | $56 | $551-89.9% | $9,309-99.4% | $513-89.2% |