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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,519 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $22,073 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,477 | $48,277-22.4% | $63,517-41.0% | $55,191-32.1% |
| Participation rate | 46.2% | 69.4%-23.2pp | 71.0%-24.8pp | 69.2%-23.0pp |
| Annual return | -1.73% | 2.37%-4.1pp | -70.30%+68.6pp | 10.78%-12.5pp |
| Employer contribution / active EE | $2,783 | $1,592+74.8% | $2,322+19.9% | $1,899+46.6% |
| Participant deferral / active EE | $1,838 | $2,432-24.5% | $2,953-37.8% | $3,046-39.7% |
| Admin fee / account holder | $125 | $86+44.9% | $5,892-97.9% | $91+37.2% |