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 INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $47,117 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,695 |
HOLTZMAN PARTNERS, LLP2 years Filed as: HOLTZMAN PARTNERS LLP Service code 10 1710 W 6TH ST · AUSTIN, TX 78703 | Accounting | $19,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,502 | $69,159-14.0% | $125,175-52.5% | $67,579-12.0% |
| Participation rate | 60.8% | 78.2%-17.4pp | 79.8%-19.0pp | 71.3%-10.5pp |
| Annual return | 53.71% | 27.12%+26.6pp | 43.79%+9.9pp | 378.56%-324.8pp |
| Employer contribution / active EE | $2,119 | $2,023+4.7% | $3,865-45.2% | $2,148-1.3% |
| Participant deferral / active EE | $3,749 | $3,700+1.3% | $4,937-24.1% | $3,539+5.9% |
| Admin fee / account holder | $244 | $142+72.1% | $9,702-97.5% | $142+71.4% |