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 |
|---|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT, INC. Service code 26 · EIN 33-0905143 | Advisory (Participants) | $32,500 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $18,049 |
FLEXPATH STRATEGIES, LLC3 years Service code 26 · EIN 46-4782313 | Advisory (Participants) | $7,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,520 | $67,984+28.7% | $65,493+33.6% | $74,304+17.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 14.76% | 19.87%-5.1pp | 982.45%-967.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $3,331 | $2,491+33.7% | $2,574+29.4% | $2,241+48.6% |
| Participant deferral / active EE | $3,513 | $3,346+5.0% | $3,961-11.3% | $3,767-6.7% |
| Admin fee / account holder | $172 | $1,373-87.4% | $5,028-96.6% | $2,969-94.2% |