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 15 · EIN 35-0145825 | Recordkeeping | $91,936 |
NFP RETIREMENT INC6 years Service code 16 | Consulting | $48,297 |
NFP RETIREMENT INC7 years Filed as: NFP RETIREMENT Service code 16 · EIN 33-0905143 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,479 | $83,884+26.9% | $64,056+66.2% | $74,419+43.1% |
| Participation rate | 73.9% | 76.6%-2.7pp | 72.3%+1.6pp | 70.7%+3.2pp |
| Annual return | 18.50% | 16.57%+1.9pp | 33.69%-15.2pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,733 | $3,084-11.4% | $2,747-0.5% | $2,637+3.6% |
| Participant deferral / active EE | $4,875 | $3,692+32.1% | $3,880+25.6% | $4,528+7.7% |
| Admin fee / account holder | $67 | $196-65.7% | $3,068-97.8% | $348-80.7% |