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 |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAT ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,327 | $86,655+165.8% | $119,609+92.6% | $66,914+244.2% |
| Participation rate | 99.3% | 75.6%+23.7pp | 79.3%+20.0pp | 69.8%+29.5pp |
| Annual return | 28.13% | -8.00%+36.1pp | -14.97%+43.1pp | 1.58%+26.5pp |
| Employer contribution / active EE | $12,950 | $2,536+410.7% | $4,232+206.0% | $2,544+409.0% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $29 | $755-96.2% | $10,323-99.7% | $593-95.2% |