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 INC2 years Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 926562689 | Advisory (Plan) | $75,874 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,520 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,843 | $29,548+122.8% | $56,411+16.7% | $77,643-15.2% |
| Participation rate | 84.0% | 32.7%+51.3pp | 52.5%+31.5pp | 70.6%+13.4pp |
| Annual return | 13.79% | 19.01%-5.2pp | 1701.33%-1687.5pp | 31.24%-17.5pp |
| Employer contribution / active EE | $2,289 | $568+303.2% | $1,039+120.3% | $2,726-16.0% |
| Participant deferral / active EE | $3,985 | $1,061+275.6% | $1,952+104.1% | $4,647-14.3% |
| Admin fee / account holder | $269 | $1,046-74.3% | $2,829-90.5% | $430-37.5% |