See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,873 |
NFP RETIREMENT INC8+ years Service code 26 · EIN 33-0905143 | Advisory (Participants) | $32,820 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,573 | $79,124-43.7% | $60,874-26.8% | $64,808-31.2% |
| Participation rate | 74.5% | 77.7%-3.3pp | 73.1%+1.3pp | 71.5%+3.0pp |
| Annual return | -13.72% | -7.13%-6.6pp | 16.90%-30.6pp | 32.82%-46.5pp |
| Employer contribution / active EE | $220 | $3,050-92.8% | $2,701-91.9% | $2,506-91.2% |
| Participant deferral / active EE | $2,449 | $3,725-34.3% | $3,817-35.8% | $4,310-43.2% |
| Admin fee / account holder | $120 | $106+13.6% | $3,224-96.3% | $188-36.1% |