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 |
|---|---|---|
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $10,757 |
Filed as: JIM RIEHL'S FRIENDLY AUTOMOTIVE GRO Service code 99 32899 VAN DYKE · WARREN, MI 48093 | Other Fees | $2,320 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,727 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,603 | $39,245+64.6% | $64,105+0.8% | $52,331+23.5% |
| Participation rate | 34.9% | 58.2%-23.3pp | 68.2%-33.3pp | 68.1%-33.2pp |
| Annual return | 1.34% | 14.79%-13.5pp | 791.24%-789.9pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,816 | $1,992-8.8% | $2,822-35.6% | $3,022-39.9% |
| Admin fee / account holder | $17 | $592-97.2% | $4,499-99.6% | $592-97.2% |