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 9-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) | $44,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,973 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,556 | $55,790-59.6% | $76,817-70.6% | $67,579-66.6% |
| Participation rate | 95.7% | 71.1%+24.7pp | 72.1%+23.7pp | 71.3%+24.5pp |
| Annual return | 21.84% | 64.45%-42.6pp | 1166.11%-1144.3pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,962 | $1,810+8.4% | $2,302-14.8% | $2,148-8.7% |
| Participant deferral / active EE | $2,111 | $2,875-26.6% | $3,336-36.7% | $3,539-40.3% |
| Admin fee / account holder | $268 | $159+68.3% | $6,420-95.8% | $142+88.3% |