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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,257 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC Service code 27 · EIN 33-0905143 | Advisory (Plan) | $56,875 |
LTSP, INC.4 years Service code 10 · EIN 95-3864890 | Accounting | $11,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,215 | $86,225-5.8% | $146,665-44.6% | $86,799-6.4% |
| Participation rate | 93.9% | 78.0%+15.9pp | 80.1%+13.8pp | 72.3%+21.6pp |
| Annual return | 14.76% | 31.23%-16.5pp | 22.74%-8.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,951 | $2,392+23.4% | $4,136-28.7% | $2,405+22.7% |
| Participant deferral / active EE | $6,859 | $4,245+61.6% | $5,506+24.6% | $4,131+66.0% |
| Admin fee / account holder | $189 | $195-3.5% | $10,280-98.2% | $170+11.2% |