Filed September 14, 2023
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 |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $65,707 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,021 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,842 | $26,114+79.4% | $58,482-19.9% | $74,419-37.1% |
| Participation rate | 73.9% | 32.1%+41.8pp | 50.9%+23.1pp | 70.7%+3.2pp |
| Annual return | 13.66% | 32.51%-18.9pp | 4239.32%-4225.7pp | 34.38%-20.7pp |
| Employer contribution / active EE | $2,078 | $536+288.0% | $1,053+97.3% | $2,637-21.2% |
| Participant deferral / active EE | $3,191 | $1,075+196.9% | $1,924+65.8% | $4,528-29.5% |
| Admin fee / account holder | $212 | $649-67.3% | $2,516-91.6% | $348-39.0% |