See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,872 |
NFP RETIREMENT INC1 year Service code 55 28601 CHAGRIN BLVD #550 · CLEVELAND, OH 44122 | Other Commissions | $21,462 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Service code 55 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Other Commissions | $1,881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,956 | $61,156-31.4% | $185,823-77.4% | $79,386-47.1% |
| Participation rate | 83.4% | 66.6%+16.8pp | 81.7%+1.7pp | 70.7%+12.7pp |
| Annual return | 12.84% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,564 | $2,789-8.1% | $5,568-54.0% | $4,046-36.6% |
| Admin fee / account holder | $278 | $710-60.8% | $16,237-98.3% | $626-55.6% |