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+ years Service code 16 · EIN 33-0905143 | Consulting | $14,706 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,447 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,462 |
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 | $208,109 | $70,667+194.5% | $123,104+69.1% | $52,331+297.7% |
| Participation rate | 90.0% | 83.7%+6.3pp | 86.8%+3.3pp | 68.1%+21.9pp |
| Annual return | -0.13% | 6.23%-6.4pp | 13.22%-13.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $3,736 | $2,946+26.8% | $5,151-27.5% | $1,882+98.5% |
| Participant deferral / active EE | $10,287 | $4,493+129.0% | $6,230+65.1% | $3,022+240.4% |
| Admin fee / account holder | $145 | $506-71.4% | $9,015-98.4% | $592-75.5% |