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, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,084 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,294 | $51,466+91.0% | $78,778+24.8% | $62,292+57.8% |
| Participation rate | 92.1% | 59.8%+32.3pp | 69.2%+22.9pp | 69.5%+22.6pp |
| Annual return | 15.04% | 19.96%-4.9pp | 35.62%-20.6pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,322 | $827+180.7% | $1,986+16.9% | $2,042+13.7% |
| Participant deferral / active EE | $4,119 | $2,147+91.8% | $2,958+39.2% | $3,169+30.0% |
| Admin fee / account holder | $110 | $489-77.5% | $5,134-97.9% | $479-77.0% |