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 |
|---|---|---|
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $48,613 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,663 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,034 | $64,612+11.5% | $86,436-16.7% | $64,808+11.2% |
| Participation rate | 78.2% | 81.5%-3.3pp | 80.3%-2.1pp | 71.5%+6.8pp |
| Annual return | -16.85% | 0.66%-17.5pp | 4394.89%-4411.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,022 | $2,744+10.1% | $3,769-19.8% | $2,506+20.6% |
| Participant deferral / active EE | $6,561 | $7,497-12.5% | $6,952-5.6% | $4,310+52.2% |
| Admin fee / account holder | $116 | $169-31.2% | $6,731-98.3% | $188-38.1% |