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 6-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 INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,357 | $93,571-76.1% | $135,903-83.5% | $75,163-70.3% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.1pp | 67.2%+29.8pp |
| Annual return | 18.58% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,102 | $3,537-12.3% | $4,856-36.1% | $2,670+16.2% |
| Participant deferral / active EE | $7,358 | $6,404+14.9% | $7,758-5.2% | $4,125+78.4% |
| Admin fee / account holder | $22 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |