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 INC1 year Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $16,839 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,198 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,256 | $88,122-87.2% | $141,162-92.0% | $67,579-83.3% |
| Participation rate | 96.3% | 76.5%+19.8pp | 82.5%+13.8pp | 71.3%+25.0pp |
| Annual return | 62.74% | 75.40%-12.7pp | 71.39%-8.7pp | 378.56%-315.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,124 | $5,958+2.8% | $6,709-8.7% | $3,539+73.0% |
| Admin fee / account holder | $19 | $131-85.4% | $10,261-99.8% | $142-86.6% |