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 INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $52,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,113 |
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 | $111,558 | $136,307-18.2% | $177,821-37.3% | $73,488+51.8% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.7pp |
| Annual return | 15.97% | 18.68%-2.7pp | 48.32%-32.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $3,254 | $3,712-12.3% | $5,918-45.0% | $2,270+43.4% |
| Participant deferral / active EE | $9,912 | $5,829+70.1% | $7,714+28.5% | $3,740+165.1% |
| Admin fee / account holder | $381 | $596-36.0% | $12,427-96.9% | $513-25.7% |