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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,360 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,583 |
PRICEKUBECKA PLLC2 years Service code 10 16775 ADDISON RD STE 500 · ADDISON, TX 75001 | Accounting | $7,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $800 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,251 | $86,286+52.1% | $111,297+17.9% | $85,850+52.9% |
| Participation rate | 65.3% | 73.3%-8.0pp | 77.3%-12.0pp | 69.3%-4.0pp |
| Annual return | 7.62% | 19.99%-12.4pp | 54.65%-47.0pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,068 | $2,043-47.7% | $2,731-60.9% | $2,565-58.4% |
| Participant deferral / active EE | $4,187 | $3,641+15.0% | $4,487-6.7% | $3,952+6.0% |
| Admin fee / account holder | $351 | $8,188-95.7% | $7,964-95.6% | $6,260-94.4% |