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 15 · EIN 13-3689044 | Recordkeeping | $76,195 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $46,126 |
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 | $82,851 | $69,231+19.7% | $91,989-9.9% | $67,579+22.6% |
| Participation rate | 89.8% | 78.9%+10.9pp | 78.6%+11.2pp | 71.3%+18.5pp |
| Annual return | 24.01% | 32.03%-8.0pp | 69.02%-45.0pp | 378.56%-354.6pp |
| Employer contribution / active EE | $2,614 | $2,284+14.5% | $3,452-24.3% | $2,148+21.7% |
| Participant deferral / active EE | $5,526 | $5,854-5.6% | $5,923-6.7% | $3,539+56.1% |
| Admin fee / account holder | $173 | $107+60.6% | $7,743-97.8% | $142+21.3% |