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 9-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 13 · EIN 42-0127290 | Contract Administrator | $14,327 |
NFP RETIREMENT INC2 years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,797 | $73,102+22.8% | $123,544-27.3% | $56,287+59.5% |
| Participation rate | 65.7% | 74.3%-8.6pp | 82.3%-16.6pp | 69.9%-4.1pp |
| Annual return | -5.48% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $826 | $2,977-72.3% | $4,628-82.2% | $2,111-60.9% |
| Participant deferral / active EE | $8,273 | $5,423+52.6% | $6,426+28.8% | $3,350+147.0% |
| Admin fee / account holder | $148 | $554-73.3% | $9,284-98.4% | $521-71.6% |