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 year Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,443 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,376 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $163,893 | $84,487+94.0% | $125,339+30.8% | $66,914+144.9% |
| Participation rate | 91.9% | 76.4%+15.5pp | 82.4%+9.6pp | 69.8%+22.1pp |
| Annual return | -17.64% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $6,099 | $3,553+71.7% | $4,814+26.7% | $2,544+139.7% |
| Participant deferral / active EE | $10,295 | $6,781+51.8% | $7,446+38.3% | $4,237+143.0% |
| Admin fee / account holder | $858 | $685+25.2% | $10,010-91.4% | $593+44.6% |