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 7-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 Service code 27 · EIN 33-0905143 | Advisory (Plan) | $47,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,041 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,611 | $79,523-9.9% | $140,016-48.9% | $56,287+27.2% |
| Participation rate | 96.7% | 85.7%+11.0pp | 87.5%+9.2pp | 69.9%+26.9pp |
| Annual return | -5.81% | 2.39%-8.2pp | 651.12%-656.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,990 | $3,350-10.8% | $5,606-46.7% | $2,111+41.6% |
| Participant deferral / active EE | $8,906 | $5,129+73.6% | $6,927+28.6% | $3,350+165.9% |
| Admin fee / account holder | $331 | $614-46.1% | $10,705-96.9% | $521-36.5% |