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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,337 |
NFP RETIREMENT INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $7,490 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,600 |
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 | $21,706 | $58,347-62.8% | $85,682-74.7% | $86,799-75.0% |
| Participation rate | 86.6% | 64.9%+21.7pp | 69.9%+16.8pp | 72.3%+14.4pp |
| Annual return | 13.39% | 18.43%-5.0pp | 21.49%-8.1pp | 97.91%-84.5pp |
| Employer contribution / active EE | $455 | $1,751-74.0% | $2,618-82.6% | $2,405-81.1% |
| Participant deferral / active EE | $2,386 | $3,065-22.2% | $3,923-39.2% | $4,131-42.2% |
| Admin fee / account holder | $106 | $147-28.2% | $6,873-98.5% | $170-37.6% |