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 year Filed as: NFP RETIREMENT Service code 99 | Other Fees | $14,645 |
Filed as: PLAN DESIGN CONSULTANTS Service code 49 | Other Services | $8,263 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 99 · EIN 33-0901543 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,939 | $104,475+153.6% | $159,436+66.2% | $79,386+233.7% |
| Participation rate | 88.0% | 76.6%+11.3pp | 82.8%+5.1pp | 70.7%+17.3pp |
| Annual return | 15.95% | 67.95%-52.0pp | 263.57%-247.6pp | 116.85%-100.9pp |
| Employer contribution / active EE | $9,774 | $3,417+186.1% | $4,829+102.4% | $2,427+302.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $700 | $711-1.6% | $10,799-93.5% | $626+11.7% |