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 |
|---|---|---|
Service code 49 · EIN 13-3180178 | Other Services | $0 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0901543 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,344 | $82,978-53.8% | $129,995-70.5% | $71,457-46.3% |
| Participation rate | 95.8% | 74.1%+21.8pp | 78.5%+17.3pp | 67.9%+27.9pp |
| Annual return | 17.67% | 20.60%-2.9pp | -137.18%+154.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $2,472 | $2,622-5.7% | $4,320-42.8% | $2,588-4.5% |
| Participant deferral / active EE | $4,648 | $4,432+4.9% | $5,820-20.1% | $4,289+8.4% |
| Admin fee / account holder | $82 | $1,729-95.3% | $10,614-99.2% | $1,587-94.9% |