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 9-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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $13,071 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,442 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $5,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,828 | $56,638-89.7% | $169,368-96.6% | $74,419-92.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 20.00% | 24.75%-4.8pp | 405.60%-385.6pp | 34.38%-14.4pp |
| Employer contribution / active EE | $1,299 | $2,027-35.9% | $4,013-67.6% | $2,637-50.7% |
| Participant deferral / active EE | $1,099 | $4,223-74.0% | $6,221-82.3% | $4,528-75.7% |
| Admin fee / account holder | $41 | $307-86.6% | $9,003-99.5% | $348-88.2% |