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 INC3+ years Filed as: NFP ADVISORY SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $16,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,340 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,053 | $48,064+41.6% | $78,778-13.6% | $69,631-2.3% |
| Participation rate | 41.7% | 61.6%-19.9pp | 69.2%-27.5pp | 70.7%-29.0pp |
| Annual return | 16.34% | 21.81%-5.5pp | 35.62%-19.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $371 | $744-50.1% | $1,986-81.3% | $2,032-81.7% |
| Participant deferral / active EE | $2,391 | $2,079+15.0% | $2,958-19.2% | $3,224-25.8% |
| Admin fee / account holder | $121 | $152-20.7% | $5,134-97.7% | $110+9.1% |