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 |
|---|---|---|
NWK GROUP, INC.6+ years Service code 27 50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $22,679 |
Service code 10 3150 ALMADEN EXPY #105 · SAN JOSE, CA 95118 | Accounting | $13,175 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,237 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,667 | $54,573+31.3% | $90,951-21.2% | $73,488-2.5% |
| Participation rate | 59.8% | 61.2%-1.3pp | 69.0%-9.2pp | 70.7%-10.9pp |
| Annual return | 11.77% | 16.69%-4.9pp | 134.60%-122.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $421 | $991-57.6% | $2,122-80.2% | $2,270-81.5% |
| Participant deferral / active EE | $2,507 | $2,517-0.4% | $3,373-25.7% | $3,740-33.0% |
| Admin fee / account holder | $341 | $521-34.7% | $5,959-94.3% | $513-33.6% |