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 3-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 INC1+ years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $2,713 |
ECONOMIC GROUP PENSION SERVICES1+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CIRCLE · MOBILE, AL 36609 | Contract Administrator | $1,696 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $946 |
FLEXPATH STRATEGIES, LLC1+ years Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Other Fees | $181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,265 | $60,989-89.7% | $60,874-89.7% | $66,914-90.6% |
| Participation rate | 96.8% | 74.5%+22.4pp | 73.1%+23.7pp | 69.8%+27.0pp |
| Annual return | 0.00% | -9.60%+9.6pp | 16.90%-16.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,842 | $2,661+6.8% | $2,701+5.2% | $2,544+11.7% |
| Participant deferral / active EE | $1,086 | $3,615-70.0% | $3,817-71.6% | $4,237-74.4% |
| Admin fee / account holder | $16 | $338-95.3% | $3,224-99.5% | $593-97.3% |