See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $41,042 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,792 | $59,159+119.4% | $159,960-18.9% | $66,914+94.0% |
| Participation rate | 56.4% | 68.1%-11.8pp | 78.0%-21.6pp | 69.8%-13.4pp |
| Annual return | -13.93% | -12.26%-1.7pp | 408.60%-422.5pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,036 | $1,983+2.7% | $4,226-51.8% | $2,544-20.0% |
| Participant deferral / active EE | $5,436 | $4,395+23.7% | $6,182-12.1% | $4,237+28.3% |
| Admin fee / account holder | $563 | $591-4.7% | $8,698-93.5% | $593-5.1% |