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 3-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+ years Service code 99 | Other Fees | $38,047 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $34,979 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT, INC. Service code 99 · EIN 33-0905143 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,550 | $45,000-78.8% | $143,757-93.4% | $77,904-87.7% |
| Participation rate | 89.7% | 66.8%+22.9pp | 80.3%+9.4pp | 73.7%+16.1pp |
| Annual return | 0.00% | 29.03%-29.0pp | -0.04%0pp | 12.21%-12.2pp |
| Employer contribution / active EE | $1,779 | $1,870-4.8% | $4,951-64.1% | $2,848-37.5% |
| Participant deferral / active EE | $4,110 | $3,157+30.2% | $5,637-27.1% | $4,806-14.5% |
| Admin fee / account holder | $32 | $98-68.0% | $14,673-99.8% | $133-76.2% |