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 INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $15,037 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,710 |
Service code 13 8523 SOUTH REDWOOD RD · JORDAN, UT 84088 | Contract Administrator | $950 |
Filed as: ADVISED ASSETS GROUP,LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $710 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,831 | $65,409-23.8% | $98,442-49.4% | $85,850-42.0% |
| Participation rate | 91.6% | 65.0%+26.6pp | 73.3%+18.2pp | 69.3%+22.3pp |
| Annual return | 17.67% | 21.76%-4.1pp | 1492.73%-1475.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,915 | $2,168+34.5% | $2,960-1.5% | $2,565+13.6% |
| Participant deferral / active EE | $4,303 | $3,166+35.9% | $4,276+0.6% | $3,952+8.9% |
| Admin fee / account holder | $0 | $4,593-100.0% | $5,949-100.0% | $6,260-100.0% |