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 9-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 37 · EIN 04-2647786 | Loan Processing | $27,618 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,226 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,698 | $65,592-42.5% | $90,160-58.2% | $69,631-45.9% |
| Participation rate | 86.8% | 77.6%+9.2pp | 76.9%+9.9pp | 70.7%+16.1pp |
| Annual return | 21.62% | 57.10%-35.5pp | 34.88%-13.3pp | 27571.02%-27549.4pp |
| Employer contribution / active EE | $2,268 | $2,193+3.4% | $3,318-31.7% | $2,032+11.6% |
| Participant deferral / active EE | $5,952 | $5,257+13.2% | $5,288+12.6% | $3,224+84.6% |
| Admin fee / account holder | $165 | $86+92.2% | $5,943-97.2% | $110+49.1% |