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 INC5 years Service code 16 | Consulting | $43,927 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $38,680 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,902 | $79,124+17.4% | $60,874+52.6% | $64,808+43.3% |
| Participation rate | 73.1% | 77.7%-4.6pp | 73.1%0pp | 71.5%+1.6pp |
| Annual return | -16.90% | -7.13%-9.8pp | 16.90%-33.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,574 | $3,050-15.6% | $2,701-4.7% | $2,506+2.7% |
| Participant deferral / active EE | $4,509 | $3,725+21.1% | $3,817+18.2% | $4,310+4.6% |
| Admin fee / account holder | $81 | $106-23.6% | $3,224-97.5% | $188-57.0% |