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 INC4 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $8,159 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,896 |
Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS - QBI Service code 99 · EIN 26-2768667 1102 CHESTNIT HILLS PARKWAY · FORT WAYNE, IN 46814 | Other Fees | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,592 | $71,883-0.4% | $86,677-17.4% | $68,494+4.5% |
| Participation rate | 72.8% | 72.2%+0.6pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -15.22% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,539 | $3,779-6.3% | $4,656-24.0% | $4,027-12.1% |
| Admin fee / account holder | $614 | $6,112-89.9% | $7,493-91.8% | $5,403-88.6% |