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 INC6 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $53,541 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,738 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $430,979 | $91,407+371.5% | $135,903+217.1% | $71,457+503.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.33% | 29.90%-13.6pp | 68.23%-51.9pp | 28.85%-12.5pp |
| Employer contribution / active EE | $9,160 | $3,703+147.3% | $4,856+88.6% | $2,588+254.0% |
| Participant deferral / active EE | $11,943 | $7,092+68.4% | $7,758+54.0% | $4,289+178.5% |
| Admin fee / account holder | $293 | $1,266-76.9% | $10,762-97.3% | $1,587-81.6% |