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 Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $162,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,121 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,153 | $31,370-51.7% | $74,583-79.7% | $63,975-76.3% |
| Participation rate | 30.0% | 42.6%-12.5pp | 68.1%-38.1pp | 71.1%-41.1pp |
| Annual return | 8.11% | -105.16%+113.3pp | 20.47%-12.4pp | 48.65%-40.5pp |
| Employer contribution / active EE | $565 | $822-31.3% | $2,525-77.6% | $2,182-74.1% |
| Participant deferral / active EE | $355 | $1,560-77.3% | $3,458-89.7% | $3,356-89.4% |
| Admin fee / account holder | $42 | $77-44.9% | $4,138-99.0% | $70-40.0% |