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 64 · EIN 71-0294708 | Recordkeeping Fees | $146,241 |
NFP RETIREMENT INC4 years Service code 99 · EIN 33-0905143 | Other Fees | $86,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,919 | $106,028-51.0% | $146,958-64.7% | $77,643-33.1% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+12.9pp | 70.6%+24.5pp |
| Annual return | 21.40% | 56.73%-35.3pp | 418.34%-396.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $3,964 | $4,063-2.4% | $4,933-19.6% | $2,726+45.4% |
| Participant deferral / active EE | $13,030 | $7,990+63.1% | $8,070+61.5% | $4,647+180.4% |
| Admin fee / account holder | $200 | $337-40.6% | $12,998-98.5% | $430-53.5% |