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 | $2,264 |
NFP RETIREMENT INC3+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $1,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $14,184 | $60,545-76.6% | $92,233-84.6% | $69,631-79.6% |
| Participation rate | 24.5% | 72.2%-47.6pp | 76.5%-52.0pp | 70.7%-46.2pp |
| Annual return | 13.83% | 19.71%-5.9pp | 176.28%-162.5pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $546 | $2,633-79.3% | $3,679-85.2% | $2,032-73.1% |
| Participant deferral / active EE | $1,017 | $2,828-64.0% | $3,897-73.9% | $3,224-68.4% |
| Admin fee / account holder | $27 | $145-81.2% | $5,194-99.5% | $110-75.3% |