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 | $3,257 |
NFP RETIREMENT INC4+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $1,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,820 | $55,449-93.1% | $83,848-95.4% | $56,287-93.2% |
| Participation rate | 54.5% | 68.0%-13.5pp | 76.1%-21.7pp | 69.9%-15.4pp |
| Annual return | -4.06% | -1.38%-2.7pp | 850.88%-854.9pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,181 | $2,430-10.3% | $3,631-39.9% | $2,111+3.3% |
| Participant deferral / active EE | $2,400 | $2,935-18.2% | $4,082-41.2% | $3,350-28.3% |
| Admin fee / account holder | $7 | $656-98.9% | $5,478-99.9% | $521-98.6% |