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 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $694 |
NFP RETIREMENT INC2+ years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $357 |
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.
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 | $13,001 | $52,884-75.4% | $84,750-84.7% | $55,167-76.4% |
| Participation rate | 43.1% | 67.5%-24.4pp | 76.6%-33.5pp | 69.0%-25.9pp |
| Annual return | 6.82% | 18.03%-11.2pp | 22.78%-16.0pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,312 | $2,233-41.3% | $3,574-63.3% | $1,963-33.2% |
| Participant deferral / active EE | $1,858 | $2,644-29.7% | $3,712-49.9% | $3,054-39.2% |
| Admin fee / account holder | $26 | $581-95.5% | $5,332-99.5% | $504-94.8% |