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 INC7 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $95,899 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,058 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,462 |
HOLTZMAN PARTNERS, LLP5 years Filed as: HOLTZMAN PARTNERS LLP Service code 10 1710 W 6TH ST · AUSTIN, TX 78703 | Accounting | $10,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,011 | $71,142-0.2% | $119,609-40.6% | $64,808+9.6% |
| Participation rate | 65.8% | 78.6%-12.9pp | 79.3%-13.5pp | 71.5%-5.7pp |
| Annual return | -14.73% | -10.01%-4.7pp | -14.97%+0.2pp | 32.82%-47.5pp |
| Employer contribution / active EE | $2,411 | $2,497-3.5% | $4,232-43.0% | $2,506-3.8% |
| Participant deferral / active EE | $4,834 | $4,490+7.7% | $5,602-13.7% | $4,310+12.1% |
| Admin fee / account holder | $357 | $162+120.4% | $10,323-96.5% | $188+90.2% |