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 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $10,739 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,184 |
INDEPENDENT FINANCIAL GROUP LLC7+ years Service code 99 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Other Fees | $1,044 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $51,259 | $87,733-41.6% | $106,548-51.9% | $85,850-40.3% |
| Participation rate | 46.4% | 71.9%-25.5pp | 76.1%-29.7pp | 69.3%-22.9pp |
| Annual return | 8.40% | 21.86%-13.5pp | 26.80%-18.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $238 | $2,073-88.5% | $2,819-91.6% | $2,565-90.7% |
| Participant deferral / active EE | $1,295 | $3,469-62.7% | $4,398-70.6% | $3,952-67.2% |
| Admin fee / account holder | $164 | $6,767-97.6% | $7,407-97.8% | $6,260-97.4% |