See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,563 |
NFP RETIREMENT INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $17,158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,731 | $59,417-43.2% | $93,606-64.0% | $74,495-54.7% |
| Participation rate | 77.2% | 59.7%+17.6pp | 68.7%+8.5pp | 67.2%+10.0pp |
| Annual return | 14.38% | 81.83%-67.5pp | 133.20%-118.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,034 | $3,050-0.5% | $4,411-31.2% | $4,346-30.2% |
| Admin fee / account holder | $151 | $3,021-95.0% | $8,285-98.2% | $1,942-92.2% |