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 INC2+ years Filed as: NFP ADVISOR SERVICES Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,052 |
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 | $53,543 | $60,165-11.0% | $74,183-27.8% | $55,167-2.9% |
| Participation rate | 74.5% | 74.2%+0.3pp | 76.6%-2.2pp | 69.0%+5.5pp |
| Annual return | 6.26% | 10.00%-3.7pp | 17.74%-11.5pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,552 | $1,600-3.0% | $2,370-34.5% | $1,963-20.9% |
| Participant deferral / active EE | $3,142 | $2,973+5.7% | $3,550-11.5% | $3,054+2.9% |
| Admin fee / account holder | $258 | $419-38.4% | $5,586-95.4% | $504-48.8% |