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 INC2 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $15,672 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,921 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,726 | $86,332-58.6% | $125,175-71.5% | $65,185-45.2% |
| Participation rate | 95.5% | 75.3%+20.2pp | 79.8%+15.7pp | 70.2%+25.3pp |
| Annual return | 20.61% | 27.43%-6.8pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,509 | $2,040-26.0% | $3,865-61.0% | $2,177-30.7% |
| Participant deferral / active EE | $3,009 | $3,537-14.9% | $4,937-39.1% | $3,514-14.4% |
| Admin fee / account holder | $13 | $609-97.9% | $9,702-99.9% | $847-98.5% |