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 INC4 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,234 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $10,110 |
Service code 11 · EIN 93-1098102 | Actuarial | $9,622 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,280 | $99,957+115.4% | $149,696+43.8% | $73,488+192.9% |
| Participation rate | 77.3% | 75.7%+1.6pp | 82.5%-5.1pp | 70.7%+6.7pp |
| Annual return | 12.81% | 53.87%-41.1pp | 276.60%-263.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,667 | $3,191-16.4% | $4,644-42.6% | $2,270+17.5% |
| Participant deferral / active EE | $3,290 | $6,073-45.8% | $6,842-51.9% | $3,740-12.0% |
| Admin fee / account holder | $167 | $551-69.7% | $9,309-98.2% | $513-67.4% |