See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,183 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,934 | $30,555-2.0% | $80,716-62.9% | $86,799-65.5% |
| Participation rate | 12.4% | 37.2%-24.8pp | 54.2%-41.8pp | 72.3%-59.9pp |
| Annual return | 13.94% | 30.35%-16.4pp | 87.28%-73.3pp | 97.91%-84.0pp |
| Employer contribution / active EE | $239 | $472-49.3% | $1,160-79.4% | $2,405-90.0% |
| Participant deferral / active EE | $434 | $1,050-58.6% | $2,146-79.8% | $4,131-89.5% |
| Admin fee / account holder | $163 | $135+20.2% | $3,380-95.2% | $170-4.0% |