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 |
|---|---|---|
NACHMAN, NORWOOD & PARROTT4 years Filed as: NACHMAN DBA PRODESSIONAL PLANNING Service code 27 100 E THOUSAND OAKS BLVD. SUITE 150 · THOUSAND OAKS, CA 913608117 | Advisory (Plan) | $16,650 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,621 |
R-TECH CONSULTANTS, INC.7+ years Service code 13 21331 COSTANSO STREET · WOOODLAND HILLS, CA 91364 | Contract Administrator | $8,790 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,602 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,323 | $77,660-55.8% | $109,143-68.6% | $79,386-56.8% |
| Participation rate | 39.3% | 67.8%-28.5pp | 75.9%-36.6pp | 70.7%-31.4pp |
| Annual return | 14.10% | 23.44%-9.3pp | 25.75%-11.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,011 | $3,518-42.8% | $4,653-56.8% | $4,046-50.3% |
| Admin fee / account holder | $376 | $732-48.6% | $6,752-94.4% | $626-39.9% |