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 7-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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,787 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $2,881 |
FLEXPATH STRATEGIES, LLC1 year Filed as: FLEXPATH STRATEGIES LLC Service code 27 120 VANTIS STE400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,037 | $78,672-75.8% | $109,143-82.6% | $85,850-77.8% |
| Participation rate | 37.3% | 68.3%-30.9pp | 75.9%-38.5pp | 69.3%-32.0pp |
| Annual return | 16.36% | 25.09%-8.7pp | 25.75%-9.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,880 | $2,735-31.2% | $3,722-49.5% | $2,565-26.7% |
| Participant deferral / active EE | $3,475 | $3,467+0.2% | $4,653-25.3% | $3,952-12.1% |
| Admin fee / account holder | $169 | $5,469-96.9% | $6,752-97.5% | $6,260-97.3% |