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 6-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 Service code 16 · EIN 33-0905143 | Consulting | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,727 |
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 | $120,407 | $88,515+36.0% | $162,163-25.7% | $67,579+78.2% |
| Participation rate | 95.6% | 86.8%+8.8pp | 87.6%+8.1pp | 71.3%+24.3pp |
| Annual return | 21.34% | 27.04%-5.7pp | 115.59%-94.2pp | 378.56%-357.2pp |
| Employer contribution / active EE | $4,486 | $3,563+25.9% | $5,614-20.1% | $2,148+108.9% |
| Participant deferral / active EE | $7,348 | $5,724+28.4% | $7,298+0.7% | $3,539+107.6% |
| Admin fee / account holder | $69 | $124-44.2% | $10,843-99.4% | $142-51.5% |