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 6-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 INC3+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$91,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,982 | $111,491+50.7% | $189,513-11.4% | $86,799+93.5% |
| Participation rate | 87.2% | 87.3%-0.1pp | 87.8%-0.6pp | 72.3%+14.9pp |
| Annual return | 15.29% | 83.50%-68.2pp | 555.15%-539.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $4,737 | $3,951+19.9% | $6,162-23.1% | $2,405+96.9% |
| Participant deferral / active EE | $8,130 | $6,437+26.3% | $8,221-1.1% | $4,131+96.8% |
| Admin fee / account holder | $186 | $189-1.2% | $12,045-98.5% | $170+9.9% |