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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,168 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $8,545 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,398 | $58,879-48.4% | $178,490-83.0% | $73,488-58.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.44% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,663 | $2,236-25.6% | $5,011-66.8% | $2,270-26.8% |
| Participant deferral / active EE | $2,120 | $2,567-17.4% | $5,202-59.2% | $3,740-43.3% |
| Admin fee / account holder | $134 | $400-66.6% | $13,984-99.0% | $513-73.9% |