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 INC5 years Filed as: NFP RETIREMENT INC. Service code 28 120 VANTIS STREET · ALISO VIEJO, CA 92656 | Investment Management | $35,000 |
Filed as: GREAT-WEST LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,423 |
PLANTE & MORAN, PLLC2 years Service code 10 8181 E TUFTS AVENUE · DENVER, CO 80237 | Accounting | $11,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,991 | $54,121-29.8% | $134,143-71.7% | $73,409-48.2% |
| Participation rate | 93.6% | 64.4%+29.2pp | 72.2%+21.4pp | 72.2%+21.4pp |
| Annual return | 14.52% | -312.52%+327.0pp | 36.33%-21.8pp | 59.29%-44.8pp |
| Employer contribution / active EE | $580 | $1,402-58.7% | $3,704-84.4% | $2,234-74.1% |
| Participant deferral / active EE | $3,106 | $2,844+9.2% | $3,499-11.2% | $3,805-18.4% |
| Admin fee / account holder | $76 | $132-42.4% | $6,684-98.9% | $158-51.7% |