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 INC. Service code 99 · EIN 33-0905143 | Other Fees | $12,093 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $215 |
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 | $49,188 | $72,404-32.1% | $110,238-55.4% | $64,186-23.4% |
| Participation rate | 79.8% | 73.3%+6.5pp | 79.8%0pp | 69.6%+10.2pp |
| Annual return | -6.47% | -6.29%-0.2pp | 314.74%-321.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,712 | $2,282-24.9% | $3,826-55.2% | $2,381-28.1% |
| Participant deferral / active EE | $3,459 | $3,469-0.3% | $4,672-26.0% | $3,470-0.3% |
| Admin fee / account holder | $14 | $5,664-99.8% | $8,547-99.8% | $4,888-99.7% |