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 INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,881 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,111 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $381,418 | $84,487+351.5% | $125,339+204.3% | $66,914+470.0% |
| Participation rate | 94.4% | 76.4%+18.0pp | 82.4%+12.1pp | 69.8%+24.6pp |
| Annual return | -11.68% | -8.39%-3.3pp | 572.05%-583.7pp | 1.58%-13.3pp |
| Employer contribution / active EE | $9,229 | $3,553+159.8% | $4,814+91.7% | $2,544+262.8% |
| Participant deferral / active EE | $10,121 | $6,781+49.2% | $7,446+35.9% | $4,237+138.9% |
| Admin fee / account holder | $281 | $685-59.0% | $10,010-97.2% | $593-52.7% |