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 5-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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $28,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,775 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,718 | $84,487+37.0% | $125,339-7.7% | $66,914+72.9% |
| Participation rate | 94.0% | 76.4%+17.6pp | 82.4%+11.7pp | 69.8%+24.2pp |
| Annual return | -16.16% | -8.39%-7.8pp | 572.05%-588.2pp | 1.58%-17.7pp |
| Employer contribution / active EE | $5,060 | $3,553+42.4% | $4,814+5.1% | $2,544+98.9% |
| Participant deferral / active EE | $13,185 | $6,781+94.4% | $7,446+77.1% | $4,237+211.2% |
| Admin fee / account holder | $323 | $685-52.8% | $10,010-96.8% | $593-45.5% |