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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 16 · EIN 33-0905143 | Consulting | $9,405 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,448 |
Service code 60 | Sub-TA Fees | $0 |
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 | $40,460 | $63,442-36.2% | $68,791-41.2% | $66,914-39.5% |
| Participation rate | 90.7% | 60.0%+30.7pp | 69.0%+21.7pp | 69.8%+20.9pp |
| Annual return | -12.38% | -8.29%-4.1pp | -6.38%-6.0pp | 1.58%-14.0pp |
| Employer contribution / active EE | $1,506 | $1,775-15.1% | $2,655-43.3% | $2,544-40.8% |
| Participant deferral / active EE | $7,140 | $2,945+142.5% | $3,941+81.2% | $4,237+68.5% |
| Admin fee / account holder | $124 | $577-78.4% | $4,932-97.5% | $593-79.0% |