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 9-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 |
|---|---|---|
Filed as: NEWFRONT RETIREMENT SERVICES, INC. Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $13,310 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $11,611 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,041 | $93,571-45.5% | $135,903-62.4% | $75,163-32.1% |
| Participation rate | 92.9% | 75.2%+17.8pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 13.34% | 30.90%-17.6pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,454 | $3,537-58.9% | $4,856-70.1% | $2,670-45.6% |
| Participant deferral / active EE | $6,408 | $6,404+0.1% | $7,758-17.4% | $4,125+55.3% |
| Admin fee / account holder | $213 | $6,975-96.9% | $10,762-98.0% | $5,651-96.2% |