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 Service code 16 · EIN 33-0905143 | Consulting | $11,255 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $6,018 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,415 | $55,002-72.0% | $59,878-74.3% | $56,287-72.6% |
| Participation rate | 76.2% | 75.9%+0.3pp | 74.7%+1.5pp | 69.9%+6.3pp |
| Annual return | 6.17% | 1.13%+5.0pp | 3.46%+2.7pp | -9.96%+16.1pp |
| Employer contribution / active EE | $807 | $2,448-67.0% | $2,722-70.4% | $2,111-61.8% |
| Participant deferral / active EE | $1,487 | $3,121-52.4% | $3,402-56.3% | $3,350-55.6% |
| Admin fee / account holder | $72 | $236-69.5% | $3,590-98.0% | $521-86.2% |