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 7-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 INC4 years Filed as: NFP RETIREMENT Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $17,829 |
JULY BUSINESS SERVICES5 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $11,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,179 | $50,982-74.2% | $154,803-91.5% | $85,563-84.6% |
| Participation rate | 32.6% | 59.8%-27.2pp | 78.1%-45.5pp | 66.0%-33.4pp |
| Annual return | 18.34% | 30.35%-12.0pp | 58.88%-40.5pp | 31.51%-13.2pp |
| Employer contribution / active EE | $487 | $1,708-71.5% | $4,305-88.7% | $2,654-81.6% |
| Participant deferral / active EE | $757 | $2,474-69.4% | $5,540-86.3% | $4,375-82.7% |
| Admin fee / account holder | $169 | $846-80.1% | $14,329-98.8% | $834-79.8% |