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 INC6 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $92,635 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,897 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,814 | $86,225-7.4% | $146,665-45.6% | $86,799-8.0% |
| Participation rate | 67.2% | 78.0%-10.8pp | 80.1%-12.9pp | 72.3%-5.1pp |
| Annual return | 51.22% | 31.23%+20.0pp | 22.74%+28.5pp | 97.91%-46.7pp |
| Employer contribution / active EE | $2,562 | $2,392+7.1% | $4,136-38.1% | $2,405+6.5% |
| Participant deferral / active EE | $4,347 | $4,245+2.4% | $5,506-21.1% | $4,131+5.2% |
| Admin fee / account holder | $295 | $195+51.3% | $10,280-97.1% | $170+74.3% |