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 INC4 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $58,775 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,419 |
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 | $121,716 | $69,477+75.2% | $94,646+28.6% | $71,457+70.3% |
| Participation rate | 82.9% | 78.4%+4.4pp | 80.8%+2.1pp | 67.9%+15.0pp |
| Annual return | 18.50% | 29.66%-11.2pp | 156.71%-138.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $8,718 | $2,853+205.6% | $3,672+137.4% | $2,588+236.9% |
| Participant deferral / active EE | $11,203 | $7,345+52.5% | $7,418+51.0% | $4,289+161.2% |
| Admin fee / account holder | $386 | $1,210-68.1% | $7,231-94.7% | $1,587-75.7% |