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 INC3 years Filed as: NFP RETIREMENT INC. Service code 99 · EIN 33-0905143 | Other Fees | $50,885 |
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 | $65,377 | $46,423+40.8% | $75,886-13.8% | $67,579-3.3% |
| Participation rate | 98.9% | 63.1%+35.8pp | 69.3%+29.6pp | 71.3%+27.6pp |
| Annual return | 18.71% | 32.29%-13.6pp | 30.76%-12.0pp | 378.56%-359.8pp |
| Employer contribution / active EE | $3,899 | $1,406+177.2% | $2,500+55.9% | $2,148+81.5% |
| Participant deferral / active EE | $3,170 | $2,564+23.6% | $3,603-12.0% | $3,539-10.4% |
| Admin fee / account holder | $99 | $132-24.9% | $5,418-98.2% | $142-30.5% |