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 | $37,836 |
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $29,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,448 | $73,638-39.6% | $108,410-59.0% | $79,386-44.0% |
| Participation rate | 92.8% | 77.4%+15.4pp | 80.1%+12.7pp | 70.7%+22.1pp |
| Annual return | 19.92% | 33.27%-13.3pp | 905.27%-885.4pp | 116.85%-96.9pp |
| Employer contribution / active EE | $767 | $2,397-68.0% | $3,558-78.4% | $2,427-68.4% |
| Participant deferral / active EE | $9,765 | $6,218+57.0% | $6,563+48.8% | $4,046+141.4% |
| Admin fee / account holder | $219 | $638-65.6% | $7,295-97.0% | $626-65.0% |