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) | $9,008 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,028 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,907 | $102,317-32.7% | $146,958-53.1% | $80,856-14.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.23% | 134.76%-126.5pp | 418.34%-410.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $991 | $3,713-73.3% | $4,933-79.9% | $2,755-64.0% |
| Participant deferral / active EE | $3,433 | $6,644-48.3% | $8,070-57.5% | $4,296-20.1% |
| Admin fee / account holder | $97 | $7,941-98.8% | $12,998-99.3% | $6,918-98.6% |