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 |
|---|---|---|
Service code 64 · EIN 71-0294703 | Recordkeeping Fees | $32,259 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $17,446 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,214 | $100,801-80.9% | $149,696-87.2% | $73,409-73.8% |
| Participation rate | 91.9% | 77.7%+14.2pp | 82.5%+9.4pp | 72.2%+19.7pp |
| Annual return | 28.52% | 265.34%-236.8pp | 276.60%-248.1pp | 59.29%-30.8pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $9,527 | $6,404+48.8% | $6,842+39.2% | $3,805+150.3% |
| Admin fee / account holder | $73 | $181-59.4% | $9,309-99.2% | $158-53.5% |