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 | $2,848 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $1,127 |
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.
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 | $4,377 | $63,114-93.1% | $92,893-95.3% | $65,185-93.3% |
| Participation rate | 51.9% | 68.8%-16.9pp | 76.0%-24.1pp | 70.2%-18.3pp |
| Annual return | 16.35% | 28.75%-12.4pp | 109.41%-93.1pp | 29.38%-13.0pp |
| Employer contribution / active EE | $1,291 | $2,571-49.8% | $3,653-64.6% | $2,177-40.7% |
| Participant deferral / active EE | $1,720 | $3,108-44.7% | $4,236-59.4% | $3,514-51.1% |
| Admin fee / account holder | $2 | $624-99.7% | $5,794-100.0% | $847-99.8% |