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 INC1+ years Filed as: NFP SECURITIES, INC. Service code 27 · EIN 74-2794194 | Advisory (Plan) | $60,039 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,183 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $42,769 | $55,182-22.5% | $73,307-41.7% | $55,191-22.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 74.9%+25.1pp | 69.2%+30.8pp |
| Annual return | -0.14% | 8.55%-8.7pp | 5.67%-5.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $699 | $1,935-63.9% | $3,237-78.4% | $1,899-63.2% |
| Participant deferral / active EE | $4,345 | $4,641-6.4% | $4,991-12.9% | $3,046+42.6% |
| Admin fee / account holder | $94 | $68+37.3% | $5,637-98.3% | $91+3.6% |