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 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $60,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,850 |
NATIONAL FINANCIAL SERVICES1+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $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 | $91,335 | $68,413+33.5% | $123,104-25.8% | $55,191+65.5% |
| Participation rate | 78.2% | 84.5%-6.3pp | 86.8%-8.6pp | 69.2%+9.0pp |
| Annual return | 0.63% | 6.30%-5.7pp | 13.22%-12.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,861 | $3,050+59.4% | $5,151-5.6% | $1,899+156.0% |
| Participant deferral / active EE | $8,217 | $4,490+83.0% | $6,230+31.9% | $3,046+169.7% |
| Admin fee / account holder | $7 | $88-92.1% | $9,015-99.9% | $91-92.3% |