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 4-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 |
|---|---|---|
NPPG1 year Filed as: PLAN PROFESSIONALS LLC DBA NPPG Service code 13 494 SYCAMORE AVE · GREENWOOD VILLAGESHREW, NJ 07702 | Contract Administrator | $214,457 |
Service code 13 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Contract Administrator | $129,913 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,134 |
NATIONAL PROF PLANNING GROUP3 years Filed as: NATIONAL PROF. PLANNING GROUP Service code 13 494 SYCAMORE AVE STE 100 · SHREWSBURY, NJ 07702 | Contract Administrator | $19,202 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,741 | $44,897-18.2% | $84,966-56.8% | $199,593-81.6% |
| Participation rate | 33.9% | 45.7%-11.8pp | 67.5%-33.6pp | 72.0%-38.1pp |
| Annual return | 13.85% | 20.96%-7.1pp | 66.38%-52.5pp | 34.25%-20.4pp |
| Employer contribution / active EE | $683 | $1,365-50.0% | $2,727-74.9% | $3,034-77.5% |
| Participant deferral / active EE | $2,042 | $2,668-23.4% | $4,519-54.8% | $5,087-59.8% |
| Admin fee / account holder | $349 | $584-40.2% | $6,149-94.3% | $269+30.0% |