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 9-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 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $37,432 |
DEFINITI LLC5 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $18,908 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,724 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,437 | $60,323-11.4% | $81,812-34.7% | $74,495-28.3% |
| Participation rate | 97.3% | 62.9%+34.5pp | 72.3%+25.0pp | 67.2%+30.1pp |
| Annual return | 12.39% | 16.90%-4.5pp | 773.79%-761.4pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,380 | $2,620-9.2% | $2,912-18.3% | $2,623-9.3% |
| Participant deferral / active EE | $3,157 | $3,387-6.8% | $4,319-26.9% | $4,346-27.4% |
| Admin fee / account holder | $237 | $1,486-84.0% | $7,386-96.8% | $1,942-87.8% |