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 Service code 16 | Consulting | $37,473 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $26,037 |
NFP RETIREMENT INC4 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $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 | $101,122 | $84,948+19.0% | $70,449+43.5% | $73,409+37.8% |
| Participation rate | 68.6% | 79.9%-11.4pp | 75.1%-6.5pp | 72.2%-3.6pp |
| Annual return | 16.00% | 13.39%+2.6pp | 109.03%-93.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $2,237 | $2,834-21.1% | $2,737-18.2% | $2,234+0.2% |
| Participant deferral / active EE | $3,753 | $3,387+10.8% | $3,709+1.2% | $3,805-1.4% |
| Admin fee / account holder | $76 | $98-22.7% | $3,845-98.0% | $158-52.0% |