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 |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $37,427 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $26,776 |
THE BENEFIT PRACTICE1 year Service code 49 · EIN 13-4144565 1055 WASHINGTON BLVD, SUITE 610 · STAMFORD, CT 06901 | Other Services | $1,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,582 | $102,317+24.7% | $146,958-13.2% | $80,856+57.8% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 12.89% | 134.76%-121.9pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $11,679 | $3,713+214.5% | $4,933+136.8% | $2,755+324.0% |
| Participant deferral / active EE | $9,887 | $6,644+48.8% | $8,070+22.5% | $4,296+130.2% |
| Admin fee / account holder | $471 | $7,941-94.1% | $12,998-96.4% | $6,918-93.2% |