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 7-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 60 · EIN 04-2647786 | Sub-TA Fees | $7,332 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $5,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,577 | $58,264-9.8% | $86,612-39.3% | $71,457-26.4% |
| Participation rate | 49.7% | 65.0%-15.2pp | 71.7%-22.0pp | 67.9%-18.2pp |
| Annual return | 23.83% | 21.63%+2.2pp | 591.07%-567.2pp | 28.85%-5.0pp |
| Employer contribution / active EE | $2,263 | $2,574-12.1% | $3,022-25.1% | $2,588-12.6% |
| Participant deferral / active EE | $5,663 | $3,436+64.8% | $4,438+27.6% | $4,289+32.0% |
| Admin fee / account holder | $115 | $1,057-89.2% | $5,614-98.0% | $1,587-92.8% |