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 - WILL BYRON Service code 27 · EIN 56-1472891 | Advisory (Plan) | $9,910 |
Form 5500 reported that benefits due were not provided when due.
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 | $21,889 | $43,550-49.7% | $63,517-65.5% | $52,331-58.2% |
| Participation rate | 76.9% | 65.7%+11.2pp | 71.0%+5.9pp | 68.1%+8.8pp |
| Annual return | 1.50% | 2.03%-0.5pp | -70.30%+71.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,255 | $1,351-7.1% | $2,322-46.0% | $1,882-33.3% |
| Participant deferral / active EE | $1,654 | $2,254-26.6% | $2,953-44.0% | $3,022-45.3% |
| Admin fee / account holder | $98 | $387-74.7% | $5,892-98.3% | $592-83.4% |