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) | $22,941 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,135 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,923 | $71,192-21.4% | $117,854-52.5% | $62,292-10.2% |
| Participation rate | 77.5% | 74.2%+3.2pp | 79.7%-2.2pp | 69.5%+8.0pp |
| Annual return | 13.27% | 18.66%-5.4pp | 335.08%-321.8pp | 28.90%-15.6pp |
| Employer contribution / active EE | $665 | $1,934-65.6% | $3,786-82.4% | $2,042-67.4% |
| Participant deferral / active EE | $2,880 | $3,189-9.7% | $4,482-35.7% | $3,169-9.1% |
| Admin fee / account holder | $395 | $587-32.7% | $8,020-95.1% | $479-17.6% |