See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $22,517 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,128 | $93,182-53.7% | $146,665-70.6% | $79,386-45.7% |
| Participation rate | 96.8% | 76.4%+20.4pp | 80.1%+16.7pp | 70.7%+26.1pp |
| Annual return | 17.12% | 21.61%-4.5pp | 22.74%-5.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $2,211 | $2,420-8.6% | $4,136-46.6% | $2,427-8.9% |
| Participant deferral / active EE | $4,352 | $4,169+4.4% | $5,506-21.0% | $4,046+7.6% |
| Admin fee / account holder | $10 | $585-98.4% | $10,280-99.9% | $626-98.5% |