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 13 · EIN 42-0127290 | Contract Administrator | $87,222 |
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $30,000 |
Annual investment return 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 | $45,789 | $71,964-36.4% | $167,512-72.7% | $85,563-46.5% |
| Participation rate | 97.2% | 61.0%+36.2pp | 77.1%+20.1pp | 66.0%+31.2pp |
| Annual return | 14.06% | 18.83%-4.8pp | 1615.79%-1601.7pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,758 | $1,875-6.2% | $3,882-54.7% | $2,654-33.7% |
| Participant deferral / active EE | $3,213 | $4,110-21.8% | $6,405-49.8% | $4,375-26.6% |
| Admin fee / account holder | $150 | $815-81.6% | $9,769-98.5% | $834-82.0% |