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 | $67,145 |
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $43,821 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,751 | $89,808-15.7% | $100,383-24.5% | $77,671-2.5% |
| Participation rate | 92.6% | 81.2%+11.4pp | 81.5%+11.1pp | 70.6%+22.0pp |
| Annual return | 14.85% | 20.62%-5.8pp | 49.26%-34.4pp | 31.21%-16.4pp |
| Employer contribution / active EE | $1,089 | $3,039-64.2% | $3,944-72.4% | $2,726-60.0% |
| Participant deferral / active EE | $9,230 | $8,284+11.4% | $8,086+14.2% | $4,648+98.6% |
| Admin fee / account holder | $288 | $174+65.0% | $7,900-96.4% | $430-33.1% |