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 |
|---|---|---|
NEXPHASE FINANCIAL6 years Service code 26 1014 PRISM CACTUS CIRCLE · LOVELAND, CO 80537 | Advisory (Participants) | $28,379 |
Filed as: RETIREMENT PLAN CONSULTANTS Service code 14 125 S 4TH STREET · NORFOLK, NE 68701 | Plan Administrator | $17,907 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,648 | $84,556-35.4% | $116,228-53.0% | $74,304-26.5% |
| Participation rate | 98.1% | 66.0%+32.1pp | 74.6%+23.6pp | 60.3%+37.8pp |
| Annual return | 17.87% | 18.35%-0.5pp | 90.06%-72.2pp | 29.43%-11.6pp |
| Employer contribution / active EE | $2,505 | $2,168+15.6% | $2,994-16.4% | $2,241+11.8% |
| Participant deferral / active EE | $4,826 | $3,814+26.5% | $4,953-2.6% | $3,767+28.1% |
| Admin fee / account holder | $343 | $3,792-91.0% | $11,989-97.1% | $2,969-88.5% |