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 INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $49,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,517 |
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 | $89,895 | $98,982-9.2% | $162,163-44.6% | $65,185+37.9% |
| Participation rate | 97.4% | 85.8%+11.6pp | 87.6%+9.8pp | 70.2%+27.2pp |
| Annual return | 23.34% | 24.84%-1.5pp | 115.59%-92.3pp | 29.38%-6.0pp |
| Employer contribution / active EE | $3,135 | $3,467-9.6% | $5,614-44.2% | $2,177+44.0% |
| Participant deferral / active EE | $9,355 | $5,384+73.8% | $7,298+28.2% | $3,514+166.2% |
| Admin fee / account holder | $374 | $596-37.3% | $10,843-96.5% | $847-55.8% |