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 5-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) | $34,661 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,711 |
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 | $25,034 | $53,345-53.1% | $121,098-79.3% | $74,419-66.4% |
| Participation rate | 90.9% | 60.0%+30.9pp | 69.5%+21.4pp | 70.7%+20.2pp |
| Annual return | 13.46% | 35.15%-21.7pp | 985.75%-972.3pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,246 | $1,898-34.4% | $4,164-70.1% | $2,637-52.8% |
| Participant deferral / active EE | $3,640 | $3,221+13.0% | $4,080-10.8% | $4,528-19.6% |
| Admin fee / account holder | $125 | $382-67.3% | $5,644-97.8% | $348-64.1% |