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 | $23,561 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 27 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Advisory (Plan) | $18,327 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 16 · EIN 22-3723955 | Consulting | $12,424 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $497 |
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 | $43,179 | $46,360-6.9% | $147,614-70.7% | $52,331-17.5% |
| Participation rate | 90.8% | 64.9%+25.9pp | 84.6%+6.2pp | 68.1%+22.7pp |
| Annual return | -0.05% | 1.62%-1.7pp | 61.98%-62.0pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,100 | $2,126-1.2% | $5,564-62.3% | $1,882+11.6% |
| Participant deferral / active EE | $2,045 | $2,258-9.4% | $4,895-58.2% | $3,022-32.3% |
| Admin fee / account holder | $267 | $766-65.1% | $11,611-97.7% | $592-54.8% |