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 INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $14,725 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,011 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,143 | $81,474-55.6% | $133,956-73.0% | $73,488-50.8% |
| Participation rate | 94.8% | 76.4%+18.4pp | 79.8%+15.0pp | 70.7%+24.1pp |
| Annual return | 11.99% | 19.40%-7.4pp | 45.09%-33.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,303 | $2,209-41.0% | $3,919-66.7% | $2,270-42.6% |
| Participant deferral / active EE | $3,765 | $3,786-0.6% | $5,048-25.4% | $3,740+0.7% |
| Admin fee / account holder | $13 | $713-98.2% | $8,927-99.9% | $513-97.5% |