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 INC1+ years Filed as: NFP SECURITIES INC Service code 27 · EIN 27-1883816 | Advisory (Plan) | $39,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,794 |
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 | $44,633 | $68,413-34.8% | $123,104-63.7% | $55,191-19.1% |
| Participation rate | 97.5% | 84.5%+13.0pp | 86.8%+10.7pp | 69.2%+28.4pp |
| Annual return | 2.03% | 6.30%-4.3pp | 13.22%-11.2pp | 10.78%-8.7pp |
| Employer contribution / active EE | $2,083 | $3,050-31.7% | $5,151-59.6% | $1,899+9.7% |
| Participant deferral / active EE | $6,675 | $4,490+48.6% | $6,230+7.1% | $3,046+119.1% |
| Admin fee / account holder | $150 | $88+71.0% | $9,015-98.3% | $91+65.4% |