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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $27,675 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 16 · EIN 74-2794194 | Consulting | $18,750 |
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 | $69,780 | $63,924+9.2% | $108,579-35.7% | $55,167+26.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 7.25% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $3,602 | $1,879+91.7% | $3,758-4.2% | $1,963+83.5% |
| Participant deferral / active EE | $6,572 | $3,067+114.3% | $4,311+52.4% | $3,054+115.2% |
| Admin fee / account holder | $157 | $618-74.6% | $7,645-97.9% | $504-68.8% |