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 27 · EIN 33-0905143 | Advisory (Plan) | $25,875 |
Service code 11 · EIN 93-1098102 | Actuarial | $20,648 |
MOSS ADAMS LLP5+ years Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
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 | $196,152 | $89,652+118.8% | $141,162+39.0% | $65,185+200.9% |
| Participation rate | 73.6% | 74.7%-1.1pp | 82.5%-8.9pp | 70.2%+3.4pp |
| Annual return | 20.77% | 32.79%-12.0pp | 71.39%-50.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,449 | $3,065-20.1% | $4,735-48.3% | $2,177+12.5% |
| Participant deferral / active EE | $2,743 | $5,691-51.8% | $6,709-59.1% | $3,514-21.9% |
| Admin fee / account holder | $273 | $569-52.0% | $10,261-97.3% | $847-67.8% |