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 |
|---|---|---|
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $76,032 |
BOKF, NA8+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $75,606 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,757 | $42,353-43.9% | $79,550-70.1% | $64,808-63.3% |
| Participation rate | 85.9% | 64.8%+21.1pp | 69.5%+16.4pp | 71.5%+14.4pp |
| Annual return | -15.39% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.2pp |
| Employer contribution / active EE | $3,121 | $1,181+164.4% | $2,413+29.3% | $2,506+24.5% |
| Participant deferral / active EE | $1,267 | $3,170-60.0% | $3,985-68.2% | $4,310-70.6% |
| Admin fee / account holder | $94 | $160-41.3% | $6,832-98.6% | $188-50.1% |