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 INC5 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $23,527 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $711 |
Service code 49 · EIN 13-3180178 | Other Services | $0 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 · EIN 26-4203770 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,911 | $86,655-64.3% | $119,609-74.2% | $66,914-53.8% |
| Participation rate | 96.2% | 75.6%+20.7pp | 79.3%+17.0pp | 69.8%+26.4pp |
| Annual return | -15.16% | -8.00%-7.2pp | -14.97%-0.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,889 | $2,536-25.5% | $4,232-55.4% | $2,544-25.7% |
| Participant deferral / active EE | $3,779 | $4,358-13.3% | $5,602-32.5% | $4,237-10.8% |
| Admin fee / account holder | $33 | $755-95.6% | $10,323-99.7% | $593-94.4% |