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.7+ years Service code 27 50 CALIFORNIA ST STE 1500 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $26,996 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,105 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $81,382 | $59,263+37.3% | $96,562-15.7% | $79,386+2.5% |
| Participation rate | 56.1% | 61.9%-5.8pp | 69.8%-13.7pp | 70.7%-14.6pp |
| Annual return | 12.03% | 27.07%-15.0pp | 37.78%-25.7pp | 116.85%-104.8pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,630 | $2,948+23.1% | $3,849-5.7% | $4,046-10.3% |
| Admin fee / account holder | $268 | $658-59.3% | $6,181-95.7% | $626-57.2% |