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 INC5 years Filed as: NFP Service code 27 · EIN 33-0905143 | Advisory (Plan) | $141,976 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,321 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$66,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,752 | $101,317+80.4% | $146,958+24.4% | $74,495+145.3% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 19.89% | 8730.91%-8711.0pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $3,824 | $3,810+0.4% | $4,933-22.5% | $2,623+45.8% |
| Participant deferral / active EE | $11,776 | $7,303+61.2% | $8,070+45.9% | $4,346+171.0% |
| Admin fee / account holder | $350 | $1,739-79.9% | $12,998-97.3% | $1,942-82.0% |