Filed June 21, 2022
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 year Filed as: NFP SECURITIES INC Service code 15 · EIN 74-2794194 | Recordkeeping | $29,944 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,905 | $80,753+38.6% | $136,294-17.9% | $62,292+79.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.19% | 35.83%-23.6pp | 5155.94%-5143.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $7,071 | $2,884+145.2% | $4,695+50.6% | $2,042+246.3% |
| Participant deferral / active EE | $6,350 | $5,164+23.0% | $6,247+1.7% | $3,169+100.4% |
| Admin fee / account holder | $252 | $525-52.1% | $9,243-97.3% | $479-47.5% |