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 9-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 |
|---|---|---|
NFP RETIREMENT INC2 years Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 | Advisory (Plan) | $40,451 |
DEFINITI LLC3 years Service code 13 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $10,150 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,149 | $51,197-2.0% | $82,719-39.4% | $66,914-25.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -13.11% | -9.64%-3.5pp | 701.18%-714.3pp | 1.58%-14.7pp |
| Employer contribution / active EE | $2,478 | $2,611-5.1% | $3,009-17.7% | $2,544-2.6% |
| Participant deferral / active EE | $2,752 | $3,458-20.4% | $4,395-37.4% | $4,237-35.0% |
| Admin fee / account holder | $230 | $416-44.6% | $5,329-95.7% | $593-61.2% |