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 INC5 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $63,662 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,519 |
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 | $170,312 | $77,503+119.8% | $100,391+69.6% | $80,856+110.6% |
| Participation rate | 93.9% | 76.9%+16.9pp | 81.5%+12.4pp | 67.6%+26.2pp |
| Annual return | 12.88% | 37.20%-24.3pp | 49.20%-36.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,999 | $2,801+114.2% | $3,942+52.2% | $2,755+117.8% |
| Participant deferral / active EE | $7,685 | $6,820+12.7% | $8,082-4.9% | $4,296+78.9% |
| Admin fee / account holder | $951 | $5,897-83.9% | $7,899-88.0% | $6,918-86.3% |