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 15 · EIN 35-0145825 | Recordkeeping | $27,117 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT Service code 28 · EIN 33-0905143 | Investment Management | $0 |
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 | $83,688 | $74,552+12.3% | $62,995+32.8% | $69,631+20.2% |
| Participation rate | 67.4% | 78.3%-10.9pp | 74.8%-7.4pp | 70.7%-3.3pp |
| Annual return | 14.40% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $2,361 | $2,929-19.4% | $2,759-14.4% | $2,032+16.2% |
| Participant deferral / active EE | $3,865 | $2,974+29.9% | $3,329+16.1% | $3,224+19.9% |
| Admin fee / account holder | $72 | $59+21.2% | $3,600-98.0% | $110-34.8% |