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 | $107,812 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,216 |
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 | $98,500 | $78,781+25.0% | $100,516-2.0% | $73,409+34.2% |
| Participation rate | 84.0% | 80.0%+4.0pp | 79.4%+4.6pp | 72.2%+11.9pp |
| Annual return | 15.58% | 31.69%-16.1pp | 30.89%-15.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,935 | $2,420+21.3% | $3,418-14.1% | $2,234+31.4% |
| Participant deferral / active EE | $6,217 | $6,537-4.9% | $6,270-0.8% | $3,805+63.4% |
| Admin fee / account holder | $229 | $145+57.4% | $8,081-97.2% | $158+44.9% |