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 INC2 years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $28,359 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,912 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,070 |
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 | $45,223 | $65,118-30.6% | $76,768-41.1% | $55,725-18.8% |
| Participation rate | 53.3% | 79.6%-26.3pp | 77.0%-23.7pp | 70.9%-17.6pp |
| Annual return | -5.35% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $494 | $1,941-74.5% | $2,485-80.1% | $2,078-76.2% |
| Participant deferral / active EE | $2,339 | $3,688-36.6% | $3,852-39.3% | $3,356-30.3% |
| Admin fee / account holder | $130 | $116+11.8% | $6,675-98.1% | $115+12.4% |