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 | $1,092 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $435 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,196 | $69,362-76.6% | $101,248-84.0% | $73,488-78.0% |
| Participation rate | 32.1% | 68.4%-36.2pp | 75.8%-43.7pp | 70.7%-38.5pp |
| Annual return | 16.16% | 18.46%-2.3pp | 46.47%-30.3pp | 28.51%-12.4pp |
| Employer contribution / active EE | $856 | $2,628-67.4% | $3,660-76.6% | $2,270-62.3% |
| Participant deferral / active EE | $1,587 | $3,300-51.9% | $4,370-63.7% | $3,740-57.6% |
| Admin fee / account holder | $6 | $704-99.2% | $5,945-99.9% | $513-98.9% |