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 INC1+ years Filed as: NFP SECURITIES INC Service code 26 10 SCENIC WAY, STE 108 · SAN MATEO, CA 94403 | Advisory (Participants) | $12,651 |
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 | $18,658 | $43,423-57.0% | $78,689-76.3% | $55,167-66.2% |
| Participation rate | 81.4% | 68.0%+13.3pp | 73.6%+7.8pp | 69.0%+12.4pp |
| Annual return | 12.20% | 11.53%+0.7pp | 62.18%-50.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $3,960 | $1,997+98.3% | $2,851+38.9% | $1,963+101.8% |
| Participant deferral / active EE | $2,288 | $2,509-8.8% | $3,517-34.9% | $3,054-25.1% |
| Admin fee / account holder | $107 | $416-74.4% | $4,510-97.6% | $504-78.9% |