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 | $2,816 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $1,229 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,058 | $50,498-92.0% | $75,781-94.6% | $55,191-92.6% |
| Participation rate | 48.7% | 69.4%-20.7pp | 75.8%-27.1pp | 69.2%-20.5pp |
| Annual return | -3.98% | 1.80%-5.8pp | 9.68%-13.7pp | 10.78%-14.8pp |
| Employer contribution / active EE | $3,092 | $2,291+35.0% | $3,323-7.0% | $1,899+62.8% |
| Participant deferral / active EE | $1,166 | $2,589-55.0% | $3,651-68.1% | $3,046-61.7% |
| Admin fee / account holder | $10 | $123-92.1% | $5,299-99.8% | $91-89.3% |