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 Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $41,516 |
Service code 64 · EIN 84-0467907 8515 EAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,342 |
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 | $176,488 | $93,182+89.4% | $146,665+20.3% | $79,386+122.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 30.41% | 21.61%+8.8pp | 22.74%+7.7pp | 116.85%-86.4pp |
| Employer contribution / active EE | $35 | $2,420-98.6% | $4,136-99.2% | $2,427-98.6% |
| Participant deferral / active EE | $5,651 | $4,169+35.6% | $5,506+2.6% | $4,046+39.7% |
| Admin fee / account holder | $155 | $585-73.5% | $10,280-98.5% | $626-75.3% |