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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $122,401 |
NFP RETIREMENT INC7 years Service code 16 | Consulting | $58,431 |
NFP RETIREMENT INC8 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 | $114,003 | $91,762+24.2% | $67,502+68.9% | $77,643+46.8% |
| Participation rate | 75.8% | 75.9%-0.1pp | 72.9%+2.9pp | 70.6%+5.2pp |
| Annual return | 14.27% | 14.87%-0.6pp | 3512.12%-3497.8pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,968 | $3,181-6.7% | $2,731+8.7% | $2,726+8.9% |
| Participant deferral / active EE | $5,550 | $3,903+42.2% | $4,000+38.7% | $4,647+19.4% |
| Admin fee / account holder | $79 | $176-55.3% | $3,998-98.0% | $430-81.7% |