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 ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,697 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 | Advisory (Plan) | $44,940 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $12,828 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,970 | $129,021-60.5% | $184,203-72.3% | $77,643-34.4% |
| Participation rate | 93.1% | 87.3%+5.8pp | 86.8%+6.3pp | 70.6%+22.5pp |
| Annual return | 14.08% | 33.27%-19.2pp | 28.81%-14.7pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,250 | $4,413-71.7% | $6,427-80.6% | $2,726-54.2% |
| Participant deferral / active EE | $7,403 | $7,297+1.5% | $9,131-18.9% | $4,647+59.3% |
| Admin fee / account holder | $186 | $254-26.8% | $13,901-98.7% | $430-56.8% |