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 8-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 year Filed as: NFP RETIREMENT INC. Service code 27 120 VANTIS STE. 400 · ALISO VIEJO, CA 925562689 | Advisory (Plan) | $31,842 |
Service code 55 600 HIGHWAY 169 , STE. 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $23,819 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $16,485 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCAHRD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,234 |
TRUOG-RYDING COMPANY, INC.6+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $7,490 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,641 | $91,372-32.5% | $129,995-52.6% | $74,419-17.2% |
| Participation rate | 84.9% | 77.8%+7.1pp | 78.5%+6.4pp | 70.7%+14.2pp |
| Annual return | 18.63% | 23.21%-4.6pp | -137.18%+155.8pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,232 | $2,563-12.9% | $4,320-48.3% | $2,637-15.4% |
| Participant deferral / active EE | $4,431 | $4,721-6.1% | $5,820-23.9% | $4,528-2.1% |
| Admin fee / account holder | $32 | $283-88.6% | $10,614-99.7% | $348-90.7% |