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 INC5 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $25,349 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,200 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,458 | $49,451-50.5% | $79,550-69.3% | $66,914-63.4% |
| Participation rate | 69.2% | 61.3%+7.9pp | 69.5%-0.3pp | 69.8%-0.6pp |
| Annual return | -15.87% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $368 | $1,266-70.9% | $2,413-84.7% | $2,544-85.5% |
| Participant deferral / active EE | $4,243 | $3,159+34.3% | $3,985+6.5% | $4,237+0.1% |
| Admin fee / account holder | $160 | $595-73.1% | $6,832-97.7% | $593-73.0% |