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 INC2 years Filed as: NFP RETIREMENT INC DBA 401K ADVISOR Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $29,546 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,323 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,371 | $64,954+37.6% | $115,752-22.8% | $62,292+43.5% |
| Participation rate | 58.1% | 73.0%-14.9pp | 77.8%-19.7pp | 69.5%-11.4pp |
| Annual return | 18.32% | 24.87%-6.5pp | 19.41%-1.1pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,688 | $2,344-28.0% | $3,492-51.6% | $2,042-17.3% |
| Participant deferral / active EE | $5,155 | $3,665+40.6% | $5,204-0.9% | $3,169+62.7% |
| Admin fee / account holder | $466 | $414+12.7% | $6,278-92.6% | $479-2.8% |