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 INC1 year Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,995 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $17,342 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,963 | $49,915+42.2% | $154,803-54.2% | $74,304-4.5% |
| Participation rate | 94.9% | 54.0%+40.9pp | 78.1%+16.8pp | 60.3%+34.5pp |
| Annual return | 23.31% | 34.06%-10.8pp | 58.88%-35.6pp | 29.43%-6.1pp |
| Employer contribution / active EE | $3,309 | $1,611+105.3% | $4,305-23.2% | $2,241+47.6% |
| Participant deferral / active EE | $7,112 | $2,255+215.4% | $5,540+28.4% | $3,767+88.8% |
| Admin fee / account holder | $333 | $2,189-84.8% | $14,329-97.7% | $2,969-88.8% |