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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,858 |
NFP RETIREMENT INC1+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $14,933 |
ERISA FIDUCIARY ADVISORS, INC.2+ years Service code 27 1160 BIRCHWOOD ROAD · WESTON, FL 33327 | Advisory (Plan) | $4,606 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,105 | $63,924-23.2% | $108,579-54.8% | $55,167-11.0% |
| Participation rate | 75.7% | 74.3%+1.3pp | 79.6%-3.9pp | 69.0%+6.7pp |
| Annual return | 7.04% | 15.31%-8.3pp | -51.70%+58.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $588 | $1,879-68.7% | $3,758-84.3% | $1,963-70.0% |
| Participant deferral / active EE | $2,487 | $3,067-18.9% | $4,311-42.3% | $3,054-18.6% |
| Admin fee / account holder | $360 | $618-41.7% | $7,645-95.3% | $504-28.5% |