See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $60,571 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,029 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $101,554 | $58,320+74.1% | $86,436+17.5% | $66,914+51.8% |
| Participation rate | 77.2% | 78.6%-1.4pp | 80.3%-3.1pp | 69.8%+7.4pp |
| Annual return | -16.31% | -9.71%-6.6pp | 4394.89%-4411.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $8,236 | $2,615+214.9% | $3,769+118.5% | $2,544+223.7% |
| Participant deferral / active EE | $10,500 | $6,899+52.2% | $6,952+51.0% | $4,237+147.8% |
| Admin fee / account holder | $401 | $546-26.6% | $6,731-94.0% | $593-32.4% |