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 INC6+ years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $31,072 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,016 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,446 | $84,948-40.6% | $70,449-28.4% | $73,409-31.3% |
| Participation rate | 74.8% | 79.9%-5.1pp | 75.1%-0.2pp | 72.2%+2.7pp |
| Annual return | 13.92% | 13.39%+0.5pp | 109.03%-95.1pp | 59.29%-45.4pp |
| Employer contribution / active EE | $204 | $2,834-92.8% | $2,737-92.5% | $2,234-90.9% |
| Participant deferral / active EE | $2,088 | $3,387-38.4% | $3,709-43.7% | $3,805-45.1% |
| Admin fee / account holder | $118 | $98+20.0% | $3,845-96.9% | $158-25.4% |